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Nonprofiteer
← TRANSFORMCA

Form 990 for tax year 2023

Filed by TRANSFORMCA.

Totals

Total revenue
$2,175,694
Total expenses
$2,868,331
Contributions and grants received
$2,111,874
Grants paid
$245,179
Program service revenue
$57,565
Investment income
$6,255
Other revenue
$0
Total assets, end of year
$2,647,793
Total liabilities, end of year
$1,369,037
Net assets or fund balances, end of year
$1,278,756
Program services expenses (Part IX)
$1,976,084
Management and general expenses
$570,602
Fundraising expenses
$321,645
Program service expenses (Part III)
$1,976,084

Program services were 68.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,337,466

  • 1f · All other contributions, gifts and grants

    $774,408

  • 2a · Program service revenue: Rent and Speaker Fees

    total $57,565 · related or exempt $57,565

  • 3 · Investment income

    total $6,255 · excluded $6,255

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $245,179 · program services $245,179

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $153,000 · program services $45,900 · management and general $76,500 · fundraising $30,600

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,393,765 · program services $1,028,328 · management and general $159,603 · fundraising $205,834

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $116,477 · program services $80,893 · management and general $17,779 · fundraising $17,805

  • 10 · Payroll taxes

    total $122,795 · program services $85,280 · management and general $18,744 · fundraising $18,771

  • 11a · Fees: management

    total $130,433 · management and general $130,433

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $2,711 · management and general $2,711

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $4,386 · fundraising $4,386

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $266,414 · program services $266,414

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $86,039 · program services $26,490 · management and general $56,958 · fundraising $2,591

  • 14 · Information technology

    total $34,119 · program services $164 · management and general $31,675 · fundraising $2,280

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $253,085 · program services $175,768 · management and general $38,632 · fundraising $38,685

  • 17 · Travel

    total $20,747 · program services $15,186 · management and general $5,523 · fundraising $38

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,363 · program services $665 · management and general $43 · fundraising $655

  • 20 · Interest

    total $2,223 · management and general $2,223

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $35,595 · program services $5,817 · management and general $29,778

  • 23 · Insurance

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $300 · end of year $91,669

  • 2 · Savings and temporary cash investments

    beginning of year $1,162,037 · end of year $410,494

  • 3 · Pledges and grants receivable

    beginning of year $1,194,610 · end of year $900,652

  • 4 · Accounts receivable

    beginning of year $651,489 · end of year $9,067

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,779 · end of year $52,996

  • 10a · Land, buildings and equipment: cost or other basis

    $49,613

  • 10b · Land, buildings and equipment: accumulated depreciation

    $44,134

  • 10c · Land, buildings and equipment, net

    beginning of year $11,457 · end of year $5,479

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $1,365,756 · end of year $1,177,436

  • 17 · Accounts payable and accrued expenses

    beginning of year $288,172 · end of year $69,470

  • 19 · Deferred revenue

    beginning of year $4,000

  • 25 · Other liabilities

    beginning of year $1,307,514 · end of year $1,299,567

  • 27 · Net assets without donor restrictions

    beginning of year $1,144,883 · end of year $1,029,942

  • 28 · Net assets with donor restrictions

    beginning of year $1,657,859 · end of year $248,814

Mission and programs · 2023

Mission

Transform works to ensure that people of all incomes thrive in a world safe from climate chaos.

  • SAFE ROUTES TO SCHOOL- PROVIDES EDUCATION AND ENCOURAGEMENT TO INCREASE THE NUMBER OF CHILDREN WALKING AND BICYCLING SAFELY TO SCHOOL, FOCUSING ON ALAMEDA COUNTY. THE PROGRAM TRAINS PARENTS, SCHOOL LEADERS AND VOLUNTEERS AND WORKS WITH CITY OFFICIALS AND LAW ENFORCEMENT TO IMPROVE SAFETY NEAR SCHOOLS.

    Expenses $1,334,347 · Grants $245,179 · Revenue $43,524

  • MOBILITY HUBS - PROVIDES COMMUNITY MOBILITY HUBS THAT INCLUDE SOLAR ELECTRIC VEHICLE (EV) CAR SHARING, E-BIKES, FREE TRANSIT PASSES, AND OTHER TRANSPORTATION BENEFITS TO LOW-INCOME RESIDENTS BASED AT THREE AFFORDABLE HOUSING SITES IN OAKLAND, RICHMOND, AND SAN JOSE.

    Expenses $415,198 · Revenue $13,056

  • DISRUPTING INEQUITY - LEAD OUTREACH AND ADVOCACY EFFORTS TO HIGHLIGHT THE NEEDS OF LOW-INCOME RESIDENTS SO THAT SHARED MOBILITY SERVICES ARE ACCESSIBLE, AFFORDABLE, AND FILL THE GAPS IN OUR TRANSPORTATION SYSTEM. PARTNER WITH COMMUNITY-BASED GROUPS TO INCREASE THEIR INPUT AND INFLUENCE OVER NEW MOBILITY PROJECTS AND PROGRAMS IN THEIR NEIGHBORHOODS.

    Expenses $226,539 · Revenue $985

As filed on the 2023 return.

Listed in Part VII

  • Jennifer Guitart

    Executive Dir.

    Total calculated
    $153,000
    From this org
    $153,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $153,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $153,000

  • Dave Severy

    Development Dir.

    Total calculated
    $108,950
    From this org
    $108,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Zack Deutsch-Gross

    Policy Director

    Total calculated
    $103,472
    From this org
    $103,472
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Stephanie Jim

    Policy Director

    Total calculated
    $87,376
    From this org
    $87,376
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Carrie Harvilla

    Deputy Director

    Total calculated
    $79,389
    From this org
    $79,389
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Jennifer Holmes-Ledet

    Program Director

    Total calculated
    $68,674
    From this org
    $68,674
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Michele Beasley

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Autumn Berstein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alice Chen

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Jame Ervin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sally Greenspan

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Warren Logan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nirit Lotan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda Rhine

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Tejus Shankar

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ari Takata-Vasquez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rachel Zack

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349315593

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