2019-03-19T17:51:28-05:00 2018-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2017-07-01 942301550 RUBICON PROGRAMS INC RUBI 5102316991 2500 BISSELL AVENUE RICHMOND CA 94804 ROGER CONTRERAS CFO 5102316991 2019-03-15 1 LAWRENCE S KUECHLER P00233621 4082006400 2019-03-15 24.130.162.14 2019-03-15 13:14:10 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 32CDE991C152F389A30DE5702E9B7F379660D813 2017 2019-02-21 02:37:17Z JANE FISCHBERG 2500 BISSELL AVENUE RICHMOND CA 94804 12100370 0 X HTTP://RUBICONPROGRAMS.ORG/ X 1976 CA TO TRANSFORM EAST BAY COMMUNITIES BY EQUIPPING PEOPLE TO BREAK THE CYCLE OF POVERTY. 10 10 156 10 0 5321 11088182 8510437 3349316 3444289 692 4306 154148 141338 14592338 12100370 0 0 0 0 9094269 8658681 0 0 622408 4343811 4120383 13438080 12779064 1154258 -678694 9541012 9650228 4147894 4734658 5393118 4915570 X RUBICON'S MISSION IS TO CREATE AND DELIVER INTEGRATED SOLUTIONS TO MAKE A POSITIVE AND LASTING IMPACT ON PEOPLE LIVING IN POVERTY AND EMPOWER PEOPLE TO MOVE OUT OF POVERTY AND IMPROVE THEIR QUALITY OF LIFE. 0 0 2927043 3183158 RUBICON'S SUPPORTIVE SERVICES AND TRAINING PROGRAM PROVIDED SUPPORT SERVICES, JOB TRAINING, AND PLACEMENT SERVICES FOR PEOPLE WHO ARE DISABLED, HOMELESS AND/OR LOW INCOME PEOPLE. RUBICON OPERATES IN FIVE CITIES THROUGHOUT THE BAY AREA. 6172457 RUBICON'S SERVICES ARE BASED ON MEETING ESSENTIAL NEEDS TO ADDRESS POVERTY: FINANCIAL, HUMAN AND SOCIAL CAPITAL. RUBICON ADDRESSES THESE NEEDS BY PROVIDING SERVICES IN FOUR DOMAINS: 1. INCOME SERVICES THAT FOCUS ON MEETING THE SHORT-, MEDIUM-, AND LONG-TERM EMPLOYMENT AND CAREER GOALS OF PARTICIPANTS THROUGH JOB READINESS WORKSHOPS (RESUME WRITING, COMMUNICATION SKILLS, NETWORKING, AND INTERVIEW TECHNIQUES), INDIVIDUALIZED JOB SEARCH SERVICES AND CAREER PLANNING, JOB PLACEMENTS AND RETENTION SERVICES. 2. ASSET BUILDING SERVICES SUCH AS FINANCIAL LITERACY, ASSET DEVELOPMENT, CONSUMER PROTECTION, CREDIT REPAIR, AND HOUSEHOLD BUDGETING SERVICES. (SEE SCHEDULE O FOR CONTINUATION)3. WELLNESS SERVICES SUCH AS ACCESS TO PRIMARY CARE, WELLNESS EDUCATION, AND BEHAVIORAL HEALTH SERVICES.4. COMMUNITY CONNECTIONS THAT HELP PARTICIPANTS BUILD PERSONAL AND PROFESSIONAL NETWORKS.RUBICON IS ALSO INVOLVED IN ADVOCACY WORK TO IMPROVE AND PROMOTE POLICIES THAT FOSTER ECONOMIC MOBILITY FOR LOW-INCOME FAMILIES, AND PROVIDES ITS PARTICIPANTS WITH LEGAL SERVICES TO ADDRESS ADDITIONAL BARRIERS TO EMPLOYMENT SUCH AS CRIMINAL RECORD REMEDIES, TRAFFIC AND DRIVER'S LICENSE ISSUES, AND ACCESSING PUBLIC BENEFITS. 221147 261131 HOUSING PROGRAMS MANAGES LOW INCOME HOUSING FOR PEOPLE WHO ARE DISABLED, HOMELESS AND/OR ECONOMICALLY DISADVANTAGED. 69415 MISC INCOME DUE TO THE WRITE OFF OF PARTNERSHIP FEES PAYABLE TO AND RECOGNITION OF DEFERRED REVENUE FOR DISSOLVED RELATED ORGANZATIONS. 69415 9320647 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 52 0 1 156 1 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 5102316991 2500 BISSELL AVENUE RICHMOND CA 94804 PAUL LEONARD CHAIR 2.00 X X 0 0 0 CLAIRE LEVAY-YOUNG SECRETARY 2.00 X X 0 0 0 DANA DUFRANE DIRECTOR 2.00 X 0 0 0 KAREN NORWOOD DIRECTOR 2.00 X 0 0 0 DAVID GRAY VICE CHAIR 2.00 X X 0 0 0 SOPHIA LOH DIRECTOR 2.00 X 0 0 0 SACHI YOSHII DIRECTOR 2.00 X 0 0 0 MARY PURCELL TREASURER 2.00 X X 0 0 0 CANDRA MUHAMMAD - TO NOV 2017 DIRECTOR 2.00 X 0 0 0 VIRGINIA DAVIS DIRECTOR 2.00 X 0 0 0 DAVID ABELLA DIRECTOR 2.00 X 0 0 0 JANE FISCHBERG PRESIDENT 38.00 2.00 X 206609 0 500 ROGER CONTRERAS ASST. TREASURER & CFO 20.00 20.00 X 161057 0 500 KELLY DUNN VP & ASSISTANT SECRETARY 38.00 2.00 X 135617 0 500 ROBERT HOPE CHIEF PROGRAMS OFFICER 40.00 X 116651 0 500 LISA DYAS CHIEF DEVELOPMENT OFFICER 40.00 X 106464 0 500 726398 0 2500 5 0 1 0 0 6196470 2313967 44506 8510437 LANDSCAPE SERVICES 812900 3183158 3183158 RENTAL INCOME 532000 261131 261131 3444289 4306 4306 71923 71923 OTHER MISC PROGRAM FEES 812900 69415 69415 69415 12100370 3513704 0 76229 503233 22634 379021 101578 6640115 4666434 1701669 272012 29821 18779 9395 1647 901384 686626 184606 30152 584128 389721 167192 27215 2535 620 1915 85489 85489 1194792 958353 186392 50047 141339 29894 22925 88520 637557 210572 403070 23915 454201 315518 123142 15541 169157 144401 24387 369 59897 19100 37765 3032 49440 3775 45665 500341 395663 96469 8209 ALLOCATED EXPENSES 668500 789298 -120798 HOUSING & LANDSCAPE OPE 520799 520799 PROGRAM & PARTICIPANT S 269968 269197 600 171 INDIRECT EXPENSES -633632 -120737 -512895 12779064 9320647 2836009 622408 314808 754301 903829 1118482 935773 700200 2454824 1442031 63202 43154 183218 170778 7000925 3603827 3858953 3397098 826405 2024184 9541012 9650228 1578950 1171692 10781 1657 2226611 3361138 331552 200171 4147894 4734658 X 3811131 4206762 1581987 708808 5393118 4915570 9541012 9650228 X -678694 201146 X 0 1 X 1 1 1 X 11090879 12407792 12282036 11088182 8510437 55379326 11090879 12407792 12282036 11088182 8510437 55379326 55379326 7206 539 5210 74024 76229 163208 162502 562868 381170 80816 69415 1256771 56799305 16497640 0.97500 0.93690 X 0 1 0 1 4979 1 4979 0 1 2248 0 0 12206 0 PART II-B, LINE 1: RUBICON EMPLOYEES (PAID STAFF) AND VOLUNTEERS ENGAGED IN A VARIETY OF VERY LIMITED LOBBYING ACTIVITIES DURING THE FISCAL YEAR. THE PRIMARY AND MOST COMMON ACTIVITY WAS SENDING LETTERS AND/OR SIGNING ON AS AN ORGANIZATION TO A LETTER OR OTHER COMMUNICATION URGING A LEGISLATOR TO TAKE A PARTICULAR POSITION FOR OR AGAINST LEGISLATION BEFORE THE LEGISLATIVE BODY. RUBICON SUPPORTED OR OPPOSED BY SUCH MEANS APPROXIMATELY 17 STATE BILLS, 2 CA BUDGET ISSUES AND 4 FEDERAL LEGISLATIVE OR RULE-MAKING ACTIONS. IN ADDITION TO THESE ACTIVITIES, RUBICON SUPPORTED SOME OF THESE LEGISLATIVE EFFORTS BY ENCOURAGING THE PUBLIC TO SUPPORT OR OPPOSE THE LEGISLATION BY MEANS OF FACEBOOK, TWITTER, INSTAGRAM AND LINKEDIN POSTINGS. RUBICON ALSO PUBLISHED, FOR ELECTRONIC DISTRIBUTION, A "VOTER GUIDE" ENDORSING SPECIFIC POSITIONS ON CERTAIN STATEWIDE AND LOCAL INITIATIVES ON THE BALLOT IN THE JUNE 2018 PRIMARY ELECTION. WE ALSO REGISTERED VOTERS AT "VOTER FAIRS" HELD ON-SITE. 0 1 X 443460 443460 1111199 832102 279097 3463843 1533936 1929907 1291358 801843 489515 691065 435946 255119 3397098 DEPOSITS 30988 DUE FROM AFFILIATE 361073 1632123 2024184 CAPITAL LEASE OBLIGATION 200171 200171 X PART IV, LINE 2B: THE LEGAL SERVICES CENTER TRUST ACCOUNT CONSISTS OF DEPOSITS MADE FOR ATTORNEY FEES AND OTHER PAYMENTS RELATED TO CLIENTS. ONCE FEES HAVE BEEN APPROVED BY THE SOCIAL SECURITY ADMINISTRATION, FEES ARE TRANSFERRED TO THE OPERATING ACCOUNT. UNTIL FEES ARE APPROVED, THE LEGAL SERVICES CENTER IS REQUIRED TO HOLD THE FUNDS IN THE ATTORNEY TRUST ACCOUNT. IN ADDITION, ALL FUNDS COLLECTED ON BEHALF OF, HELD FOR, OR OWING TO A CLIENT, MUST BE KEPT ON DEPOSIT IN THE TRUST ACCOUNT UNTIL PAYMENT IS MADE TO THE CLIENT. THE BALANCE OF THESE FUNDS AT JUNE 30, 2018 WAS $ 1,657. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). CONTINUANCE OF SUCH EXEMPTION IS SUBJECT TO COMPLIANCE WITH REGULATIONS AND REVIEW OF THE ACTIVITIES BY TAXING AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD AFFECT ITS TAX-EXEMPT STATUS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. X X 0 0 0 0 0 0 0 0 0 JANE FISCHBERG PRESIDENT 206609 0 0 0 0 0 500 0 0 0 207109 0 0 0 ROGER CONTRERAS ASST. TREASURER & CFO 161057 0 0 0 0 0 500 0 0 0 161557 0 0 0 X 2 44506 FMV ON DATE OF SALE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND THE CFO CAREFULLY REVIEW THE FORM 990 FOR ACCURACY AND COMPLETENESS, AND RECONCILE KEY AMOUNTS BACK TO THE YEAR-END FINANCIALS, PRIOR TO ITS FILING WITH THE IRS. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C STAFF IS REQUIRED SIGN AT THE START OF EMPLOYMENT AND BOARD SIGNS AT THE START OF MEMBERSHIP AND THEREAFTER COMPLETES AN ANNUAL ATTESTATION . FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY, THE HUMAN RESOURCE DEPARTMENT EMBARKS ON AN ANALYSIS OF THE OFFICERS' COMPENSATION RATES AND COMPARES THEM TO INDUSTRY STANDARDS. USING THE CENTER FOR NONPROFIT MANAGEMENT COMPENSATION AND BENEFITS SURVEY, HR EXAMINES POSITIONS AND/OR GRADE LOOKING AT SALARIES, RANKING, SKILL LEVEL, ETC. A COMPARISON IS THEN MADE AGAINST AGENCIES WHO ARE A SIMILAR SIZE, NATURE, LOCALE, ETC. ONCE ADEQUATE RANGES ARE DETERMINED, THEY ARE PRESENTED TO THE CFO AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHO WILL REVIEW. THE BOARD OF DIRECTORS WILL APPROVE OR MAKE RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 RUBICON'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND ARE ON FILE WITH THE STATE OF CALIFORNIA WHERE THEY CAN BE CONFIRMED AND REVIEWD BY THE PUBLIC. RUBICON'S CONFLICT OF INTEREST POLICY IS AN INTERNAL POLICY THAT BOTH STAFF AND BOARD MEMBERS REVIEW AND ATTEST TO COMPLIANCE VIA THEIR SIGNAURE ON THE DOCUMENT. THE DOCUMENT IS ALSO AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. RUBICON'S FINANCIAL STATEMENTS ARE DISTRIBUTED TO A CORE GROUP OF EXTERNAL STAKEHOLDERS UPON COMPLETION AND SUMMARIES OF THE FINANCIAL DOCUMENTS ARE INCLUDED IN RUBICON'S ANNUAL REPORT. STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: RECLASS PRIOR YEAR EXPENSES TO RLC STARTUP COST 201,146. RUBICON HOMES INC 2500 BISSELL AVENUE RICHMOND CA 94804 942760680 HOUSING CA 501(C)(3) LINE 10 RUBICON PROGRAMS INC 1 RUBICON ENTERPRISES INC 2500 BISSELL AVENUE RICHMOND CA 94804 680353815 TRAINING, JOB PREP CA 501(C)(3) LINE 12A, I RUBICON PROGRAMS INC 1 CHURCH LANE HOUSING CORP 2500 BISSELL AVENUE RICHMOND CA 94804 380353817 HOUSING CA 501(C)(3) LINE 10 RUBICON PROGRAMS INC 1 IDAHO APARTMENT HOUSING CORP 2500 BISSELL AVENUE RICHMOND CA 94804 680355418 HOUSING CA 501(C)(3) LINE 10 RUBICON PROGRAMS INC 1 RUBICON LANDSCAPE CORPORATION 2500 BISSELL AVENUE RICHMOND CA 94804 831061469 LANDSCAPE SERVICES CA RUBICON PROGRAMS INC C -403679 1.00000 1 0 0 0 1 0 0 0 0 0 1 0 1 1 1 0 1 1 0 1 RUBICON ENTERPRISES INC D 1632064 YEAR END RECEIVABLE BAL. RUBICON LANDSCAPE CORPORATION D 361073 YEAR END RECEIVABLE BAL.