Civic Intelligence

Evolution Institute Inc.

990 • Fiscal year 2017 • EIN 27-3353656

Jan 01, 2017 to Dec 31, 2017 • Filed on May 05, 2018

Organization Profilewww-evolution-institute.org
10627 Machrihanish CircleSan Antonio, FL 33576

(813) 435-3534

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.09x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

26th percentile

-5.9%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$58,167

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

3rd percentile

-43%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-32%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$429,791

Down $330,636 (-43%) from 2016

Net Assets

Down

$390,620

Down $35,342 (-8.3%) from 2016

Liabilities

Down

$39,171

Down $295,294 (-88%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Down

$600,183

Down $287,961 (-32%) from 2016

Expenses

Down

$635,525

Down $228,945 (-26%) from 2016

Net Income

Down

-$35,342

Down $59,016 (-249%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $228,650Liabilities 2012: $0Net Assets 2012: $228,6502012Assets 2013: $226,073Liabilities 2013: $0Net Assets 2013: $226,0732013Assets 2014: $910,404Liabilities 2014: $47,102Net Assets 2014: $863,3022014Assets 2015: $1,120,037Liabilities 2015: $717,750Net Assets 2015: $402,2872015Assets 2016: $760,427Liabilities 2016: $334,465Net Assets 2016: $425,9622016Assets 2017: $429,791Liabilities 2017: $39,171Net Assets 2017: $390,6202017Assets 2018: $590,608Liabilities 2018: $209,859Net Assets 2018: $380,7492018Assets 2019: $646,865Liabilities 2019: $122,461Net Assets 2019: $524,4042019Assets 2020: $1,123,276Liabilities 2020: $165,770Net Assets 2020: $957,5062020Assets 2021: $1,164,850Liabilities 2021: $101,104Net Assets 2021: $1,063,7462021Assets 2022: $955,242Liabilities 2022: $100,712Net Assets 2022: $854,5302022Assets 2023: $890,759Liabilities 2023: $84,289Net Assets 2023: $806,4702023Assets 2024: $871,085Liabilities 2024: $11,122Net Assets 2024: $859,9632024

Highlighted filing

2017

Assets$429,791
Liabilities$39,171
Net Assets$390,620
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2012: $77,7032012Revenue 2013: $166,816Expenses 2013: $169,393Net Income 2013: -$2,5772013Revenue 2014: $1,018,618Expenses 2014: $381,389Net Income 2014: $637,2292014Revenue 2015: $648,814Expenses 2015: $654,433Net Income 2015: -$5,6192015Revenue 2016: $888,144Expenses 2016: $864,470Net Income 2016: $23,6742016Revenue 2017: $600,183Expenses 2017: $635,525Net Income 2017: -$35,3422017Revenue 2018: $553,136Expenses 2018: $563,005Net Income 2018: -$9,8692018Revenue 2019: $1,421,867Expenses 2019: $1,278,212Net Income 2019: $143,6552019Revenue 2020: $1,978,180Expenses 2020: $1,545,078Net Income 2020: $433,1022020Revenue 2021: $1,336,227Expenses 2021: $1,229,987Net Income 2021: $106,2402021Revenue 2022: $956,532Expenses 2022: $1,043,646Net Income 2022: -$87,1142022Revenue 2023: $660,755Expenses 2023: $708,814Net Income 2023: -$48,0592023Revenue 2024: $673,321Expenses 2024: $619,828Net Income 2024: $53,4932024

Highlighted filing

2017

Revenue$600,183
Expenses$635,525
Net Income-$35,342
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 5, 2018
Return Version
2017v2.2
Gross Receipts
$600,183
Mission and Program Overview

Mission

The Evolution Institute promotes a scientific approach to solving todays most pressing social problems.

The evolution institute promotes a scientific approach to solving today's most pressing social problems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$486,374$330,718▼ $155,656
Savings and Temporary Cash Investments$134,041--
Cash and Non-Interest-Bearing Accounts$140,012$95,217▼ $44,795
Land, Buildings, and Equipment, Net-$3,856-
Total Assets$760,427$429,791▼ $330,636
Liabilities
Accounts Payable and Accrued Expenses$117,250$22,630▼ $94,620
Deferred Revenue$217,215$16,541▼ $200,674
Total Liabilities$334,465$39,171▼ $295,294
Net Assets / Fund Balance
Unrestricted Net Assets$425,962$390,620▼ $35,342
Total Net Assets Fund Balance$425,962$390,620▼ $35,342
Total Liabilities and Net Assets / Fund Balance$760,427$429,791▼ $330,636

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,331$259$2,590
Leasehold Improvements$1,525$170$1,695
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jerry MillerExecutive DirectorFT$58,167$58,167

Board Members and Trustees

NameTitle
David Sloan WilsonPresident
Michelle ShimbergVice President
Alphonso MayfieldBoard Member
Gin LiebermanBoard Member
Julie SeamanBoard Member
Ken ReardonBoard Member
Nina WitoszekBoard Member
Peter TurchinBoard Member
Jerry LiebermanSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$576,530
Program Service Revenue
$0
Investment Income
$22,070
Other Revenue
$1,583
All Other Contributions
$480,739
Change in Net Assets
$-35,342

Audited Revenue Reconciliation

Revenue per Audited Statements
$600,183
Total Revenue per Audited Statements
$600,183
Total Revenue per Form 990
$600,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$416,250
Salaries, Compensation, and Employee Benefits$219,275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$213,225$26,277$0$239,502
Other Salaries and Wages$141,904$8,743$0$150,647
Current Officers, Directors, Trustees, and Key Employees$12,797$45,370$0$58,167
Travel$50,882$2,331$0$53,213
Occupancy$29,477$0$0$29,477
Fees for Services Accounting$0$14,510$0$14,510
Payroll Taxes$5,979$4,482$0$10,461
Office Expenses$3,212$3,176$0$6,388
Insurance$0$2,500$0$2,500
Advertising$461$314$0$775
Other Expenses$500$0$0$500
Depreciation Depletion$429$0$0$429
Total Functional Expenses$518,995$116,530$0$635,525

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$635,525
Total Expenses per Audited Statements$635,525
Total Expenses per Form 990$635,525
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Evolution Institute Inc
EIN
27-3353656
Phone
8134353534
Address
10627 Machrihanish Circle, San Antonio, FL 33576

Signing Officer

Name
Jerry Miller
Title
Executive Director
Phone
8134353534
Signed
2018-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Miller
Formed
2010
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
17

Preparer

Firm
Ellen Fontana CPA LLC
Address
2451 Mcmullen Booth Road 309, Clearwater, FL 33759
Preparer
Ellen Fontana
Phone
7274310354
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by the accountant, the Executive”

Pt VI, Line 11B

“Director, and the Treasurer then voted on by the Board.”

Pt VI, Line 12C

“Conflict of interest is on the board agenda at least once”

Pt VI, Line 12C

“annually. In addition the Executive Director consults”

Pt VI, Line 12C

“with the accountant on any issues that may need to be”

Pt VI, Line 12C

“examined.”

Pt VI, Line 15A

“A review is conducted by selected Board members. An”

Pt VI, Line 15A

“employment committee is due to be established in”

Pt VI, Line 15A

“preparation for a larger staff.”

Pt VI, Line 15B

“No other key employees or compensated Board”

Pt VI, Line 15B

“Members.”

Pt VI, Line 19

“The organization makes its governing documents,”

Pt VI, Line 19

“conflict of interest policy, and financial statements”

Pt VI, Line 19

“available to the public upon request.”

Pt III, Line 2

“The Organization opened a Charter School in 2017.”

Pt VI, Line 2

“Board Members Gin Liebrman and Jerry Lieberman”

Pt VI, Line 2

“are married.”

Form 990, Part III, Line 4D

“David Sloan Wilson Projects - 25010. 0. 0.”

Form 990, Part III, Line 4D

“Norway Quality of Life - 17403. 0. 0.”

Form 990, Part III, Line 4D

“The View of Life - 14142. 0. 0.”

Form 990, Part IX, Line 24E

“Project consultants 177288. 151011. 26277. 0.”

Form 990, Part IX, Line 24E

“Contract services 62214. 62214. 0. 0.”

Financial Statement Notes

Pt X, Line 2

“The Organization has been granted tax-exempt status under”

Pt X, Line 2

“Section 501(c)(3) of the Internal Revenue Code and is not”

Pt X, Line 2

“considered a private foundation under Section 509(a)(2).”

Pt X, Line 2

“Accordingly, no provision for income taxes has been”

Pt X, Line 2

“included in the accompanying financial statements.”

Pt X, Line 2

“Additionally, no uncertain tax positions have been made”

Pt X, Line 2

“requiring disclosure in the related note to financial”

Pt X, Line 2

“statements. The Organizations income tax returns for the”

Pt X, Line 2

“past three years are subject to examination by tax”

Pt X, Line 2

“authorities and may change upon examination.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherRevenueMiscGrp/Desc2Miscellaneous
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JERRY MILLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EAST TAMPA SCHOOL - BY BRINGING THE BEST OF WHAT SCIENCE TELLS US ABOUT HOW YOUNG MINDS LEARN, WE LAUNCHED A K-2ND SCHOOL IN 2017 TO IMPROVE LEARNING OUTCOMES IN ONE OF THE LOWEST INCOME COMMUNITIES IN FLORIDA. OUR MISSION WAS TO SOLVE THE PROBLEM OF 80% OF STUDENTS FAILING BY THIRD GRADE IN THE NEARBY SCHOOL. IN OUR FIRST YEAR, THE MAJORITY OF OUR STUDENTS ACHIEVED GRADE LEVEL OR HIGHER. OUR STUDENTS HAD MORE THAN A YEAR'S GROWTH AND OUR SCHOOL WAS AMONG THE BETTER PERFORMING SCHOOLS IN THE 9TH
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0141192
IRS990/ProgSrvcAccomActy3Grp/Desc0CULTURAL EVOLUTION SOCIETY - THIS INITIATIVE HELPED THE FIELD OF CULTURAL EVOLUTION ACHIEVE NEW CAPACITIES FOR SELF-GOVERNANCE, COORDINATION, AND COMMUNICATION BY FOUNDING THE CULTURAL EVOLUTION SOCIETY. THE INAUGURAL CONFERENCE FOR THE SOCIETY WAS SUCCESSFULLY ORGANIZED, AS WELL AS COMPLETING THE TECHNICAL BUILDOUT FOR AN ONLINE PORTAL THAT WILL ENABLE INDIVIDUALS TO ORGANIZE THEMSELVES INTO WORKING GROUPS AROUND TOPICS OF INTEREST TO THEM. THE INTERNATIONAL CONFERENCE INCLUDED OVER 300 CULTURA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt097293
IRS990/ProgSrvcAccomActyOtherGrp/Desc0David Sloan Wilson Projects - These projects are lead by EI President David Sloan Wilson and consist These projects are lead by EI President David Sloan Wilson and consist These projects are lead by EI President David Sloan Wilson and consist These projects are lead by EI President David Sloan Wilson and consist
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Norway Quality of Life - We've embarked on a multi-pronged research project to understand We've embarked on a multi-pronged research project to understand We've embarked on a multi-pronged research project to understand We've embarked on a multi-pronged research project to understand We've embarked on a multi-pronged research project to understand We've embarked on a multi-pronged research project to understand
IRS990/ProgSrvcAccomActyOtherGrp/Desc2The View of Life - "This View of Life" is the free and open source magazine and "This View of Life" is the free and open source magazine and "This View of Life" is the free and open source magazine and "This View of Life" is the free and open source magazine and
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Misc./refunds 2016: 601. Description: Credit card cash back 2017: 526. Description: Refunds/credits 2017: 994. Description: Misc 2017: 63.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has been granted tax-exempt status under
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Section 501(c)(3) of the Internal Revenue Code and is not
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2considered a private foundation under Section 509(a)(2).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Accordingly, no provision for income taxes has been
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4included in the accompanying financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5Additionally, no uncertain tax positions have been made
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt6requiring disclosure in the related note to financial
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt7statements. The Organizations income tax returns for the
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt8past three years are subject to examination by tax
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt9authorities and may change upon examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt X, Line 2
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt X, Line 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by the accountant, the Executive
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Director, and the Treasurer then voted on by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflict of interest is on the board agenda at least once
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3annually. In addition the Executive Director consults
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4with the accountant on any issues that may need to be
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5examined.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A review is conducted by selected Board members. An
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7employment committee is due to be established in
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8preparation for a larger staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9No other key employees or compensated Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The organization makes its governing documents,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12conflict of interest policy, and financial statements
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14The Organization opened a Charter School in 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Board Members Gin Liebrman and Jerry Lieberman
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17David Sloan Wilson Projects - 25010. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Norway Quality of Life - 17403. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19The View of Life - 14142. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Project consultants 177288. 151011. 26277. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Contract services 62214. 62214. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 15b

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$429,791
Liabilities
$39,171
Net assets
$390,620
Revenue
$600,183
Expenses
$635,525
Net income
-$35,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.67$0.62$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.08$0.81$0.66$0.71$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.85$0.96$1.04$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.10$1.06$1.34$1.23$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.17$0.96$1.98$1.55$0.43
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.12$0.52$1.42$1.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.21$0.38$0.55$0.56$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.60$0.64$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.33$0.43$0.89$0.86$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.72$0.40$0.65$0.65$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.05$0.86$1.02$0.38$0.64
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.17$0.17$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.08