RUBICON PROGRAMS INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RUBICON PROGRAMS INC (EIN 94-2301550)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-15
IRS object ID
201703199349310260
Schema version
2016v3.0
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)
Return2017-11-15T13:36:40-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Armanino LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W San Fernando St Ste 500AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942301550EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rubicon Programs IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUBIBusinessNameControlTxt
Phone5102316991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 Bissell AvenueAddressLine1Txt
CityRichmondCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRoger ContrerasPersonNm
Person TitleCFOPersonTitleTxt
Phone5102316991PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLawrence S KuechlerPreparerPersonNm
PTINP00233621PTIN
Phone4082006400PhoneNum
Preparation2017-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.135.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm12:20:47IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC6CDAEE9B875D4320E7F169406ABE2414F275E69AtSubmissionCreationDeviceId
At Submission Filing Device IdC6CDAEE9B875D4320E7F169406ABE2414F275E69AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJane FischbergPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 Bissell AvenueAddressLine1Txt
CityRichmondCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94804ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,592,338GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://rubiconprograms.org/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1976FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTo transform East Bay communities by equipping people to break the cycle of poverty.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee193TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,282,036PYContributionsGrantsAmt
CY Contributions Grants$11,088,182CYContributionsGrantsAmt
PY Program Service Revenue$3,321,722PYProgramServiceRevenueAmt
CY Program Service Revenue$3,349,316CYProgramServiceRevenueAmt
PY Investment Income$5,210PYInvestmentIncomeAmt
CY Investment Income$692CYInvestmentIncomeAmt
PY Other Revenue$381,170PYOtherRevenueAmt
CY Other Revenue$154,148CYOtherRevenueAmt
PY Total Revenue$15,990,138PYTotalRevenueAmt
CY Total Revenue$14,592,338CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,237,067PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,094,269CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$646,748CYTotalFundraisingExpenseAmt
PY Other Expenses$4,594,498PYOtherExpensesAmt
CY Other Expenses$4,343,811CYOtherExpensesAmt
PY Total Expenses$14,831,565PYTotalExpensesAmt
CY Total Expenses$13,438,080CYTotalExpensesAmt
PY Revenues Less Expenses$1,158,573PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,154,258CYRevenuesLessExpensesAmt
Total Assets BOY$8,896,725TotalAssetsBOYAmt
Total Assets EOY$9,541,012TotalAssetsEOYAmt
Total Liabilities BOY$4,657,906TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,147,894TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,238,819NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,393,118NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionRubicon'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.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,693,879ExpenseAmt
Revenue$2,528,714RevenueAmt
DescRubicon: Rubicon is a job training, job placement, and supportive services organization operating in six cities throughout the Bay Area. Rubicon's services are based on meeting three 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,683,612ExpenseAmt
Revenue$446,734RevenueAmt
Desc2. Asset building services such as financial literacy, asset development, consumer protection, credit repair, and household budgeting services.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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$179,622ExpenseAmt
Revenue$249,309RevenueAmt
DescHousing programs manages low income housing for people who are disabled, homeless and/or economically disadvantaged.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$11,557,113TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document67IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee193EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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 Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5102316991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 Bissell AvenueAddressLine1Txt
CityRichmondCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94804ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Paul Leonard
Chair2.00Yes (X)Yes (X)$0$0$0
Claire Levay-Young
vice-chair2.00Yes (X)Yes (X)$0$0$0
Dana DuFrane
Secretary2.00Yes (X)Yes (X)$0$0$0
Karen Norwood
director2.00Yes (X)$0$0$0
David Gray
director2.00Yes (X)$0$0$0
Sophia Loh
director2.00Yes (X)$0$0$0
Sachi Yoshii
director2.00Yes (X)$0$0$0
Mary Purcell
director2.00Yes (X)$0$0$0
Candra Muhammad
director2.00Yes (X)$0$0$0
Virginia Davis
director2.00Yes (X)$0$0$0
Jane Fischberg
President38.00Yes (X)$210,289$0$5002.00
Roger Contreras
Asst. Treasurer & CFO20.00Yes (X)$152,440$0$50020.00
Kelly Dunn
VP & Assistant secretary38.00Yes (X)$135,027$0$5002.00
Robert Hope
chief programs officer40.00$129,365$0$3,050Yes (X)
Phyllis Crakow
Dir. of Human Resources40.00$100,227$0$500Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$727,348TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,050TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$8,000FederatedCampaignsAmt
Government Grants$7,748,582GovernmentGrantsAmt
All Other Contributions$3,331,600AllOtherContributionsAmt
Noncash Contributions$34,570NoncashContributionsAmt
Total Contributions$11,088,182TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Landscape services812900$2,528,714$2,528,714
Program service contracts812900$278,707$278,707
Rental income532000$262,909$262,909
service fee from affiliate812900$261,106$261,106
Rental management fee812900$17,880$17,880
FieldValueIRS element (for citing)
Total Program Service Revenue$3,349,316TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$692TotalRevenueColumnAmt
Exclusion$692ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,332TotalRevenueColumnAmt
Exclusion$73,332ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMisc incomeDesc
Business812900BusinessCd
Total Revenue Column$80,816TotalRevenueColumnAmt
Related Or Exempt Func Income$80,816RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$80,816OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,592,338TotalRevenueColumnAmt
Related Or Exempt Func Income$3,430,132RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$74,024ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$503,750TotalAmt
Program Services$23,418ProgramServicesAmt
Management And General$366,662ManagementAndGeneralAmt
Fundraising$113,670FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,964,583TotalAmt
Program Services$5,074,812ProgramServicesAmt
Management And General$1,665,303ManagementAndGeneralAmt
Fundraising$224,468FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$34,927TotalAmt
Program Services$23,100ProgramServicesAmt
Management And General$9,900ManagementAndGeneralAmt
Fundraising$1,927FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$989,439TotalAmt
Program Services$782,007ProgramServicesAmt
Management And General$182,895ManagementAndGeneralAmt
Fundraising$24,537FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$601,570TotalAmt
Program Services$420,212ProgramServicesAmt
Management And General$158,529ManagementAndGeneralAmt
Fundraising$22,829FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,618TotalAmt
Management And General$3,618ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,600TotalAmt
Management And General$61,600ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,331,216TotalAmt
Program Services$1,089,107ProgramServicesAmt
Management And General$208,316ManagementAndGeneralAmt
Fundraising$33,793FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$118,194TotalAmt
Program Services$12,322ProgramServicesAmt
Management And General$40,923ManagementAndGeneralAmt
Fundraising$64,949FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$653,039TotalAmt
Program Services$276,780ProgramServicesAmt
Management And General$336,319ManagementAndGeneralAmt
Fundraising$39,940FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$787,245TotalAmt
Program Services$565,308ProgramServicesAmt
Management And General$205,384ManagementAndGeneralAmt
Fundraising$16,553FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$203,080TotalAmt
Program Services$174,856ProgramServicesAmt
Management And General$27,981ManagementAndGeneralAmt
Fundraising$243FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$76,156TotalAmt
Program Services$47,291ProgramServicesAmt
Management And General$27,966ManagementAndGeneralAmt
Fundraising$899FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$22,678TotalAmt
Program Services$218ProgramServicesAmt
Management And General$22,460ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$387,580TotalAmt
Program Services$297,428ProgramServicesAmt
Management And General$86,075ManagementAndGeneralAmt
Fundraising$4,077FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
allocated expenses$759,004$759,004
Housing & Landscape ope$313,460$313,460
Program & Participant S$203,248$198,818$3,343$1,087
indirect expenses-$576,307$1,498,972-$2,173,055$97,776

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,438,080TotalAmt
Program Services$11,557,113ProgramServicesAmt
Management And General$1,234,219ManagementAndGeneralAmt
Fundraising$646,748FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$490,422BOYAmt
EOY$314,808EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$734,250BOYAmt
EOY$903,829EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$322,000BOYAmt
EOY$935,773EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,381,133BOYAmt
EOY$2,454,824EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$214,848BOYAmt
EOY$63,202EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$156,644BOYAmt
EOY$183,218EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,965,359LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,106,406LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,005,321BOYAmt
EOY$3,858,953EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$592,107BOYAmt
EOY$826,405EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,896,725BOYAmt
EOY$9,541,012EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,788,521BOYAmt
EOY$1,578,950EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$17,642BOYAmt
EOY$10,781EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,851,743BOYAmt
EOY$2,226,611EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$331,552EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,657,906BOYAmt
EOY$4,147,894EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,439,111BOYAmt
EOY$3,811,131EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$799,708BOYAmt
EOY$1,581,987EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,238,819BOYAmt
EOY$5,393,118EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,896,725BOYAmt
EOY$9,541,012EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,154,258ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$41NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,778,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,090,879CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,407,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,282,036CurrentTaxYearMinus1YearAmt
Current Tax Year$11,088,182CurrentTaxYearAmt
Total$56,647,750TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,778,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,090,879CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,407,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,282,036CurrentTaxYearMinus1YearAmt
Current Tax Year$11,088,182CurrentTaxYearAmt
Total$56,647,750TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,274,266SubstantialContributorsTotAmt
Public Support Total170$54,373,484PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$539CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,210CurrentTaxYearMinus1YearAmt
Current Tax Year$74,024CurrentTaxYearAmt
Total$94,981TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,613CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$162,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$562,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$381,170CurrentTaxYearMinus1YearAmt
Current Tax Year$80,816CurrentTaxYearAmt
Total$1,293,969TotalAmt
FieldValueIRS element (for citing)
Total Support$58,036,700TotalSupportAmt
Gross Receipts Rltd Activities$16,341,792GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93690PublicSupportCY170Pct
Public Support PY1700.97040PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$4,215MailingsMembersAmt
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Publications Or Broadcast$4,216PublicationsOrBroadcastAmt
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$8,395DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$16,826TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationRubicon employees (paid staff) 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, one local bill, and 2 federal legislative actions. With regard to one proposed state bills, Rubicon staff made calls to legislator's offices supporting or opposing a particular bill and also encouraged Board members to call their legislator's offices to support or oppose the bills. 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 postings, tweets and email. Rubicon published for electronic distribution, a "voter guide" endorsing a particular position on certain statewide initiatives on the ballot in the November 2016 general election.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$443,460OtherCostOrOtherBasisAmt
Book Value$443,460BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,111,199OtherCostOrOtherBasisAmt
Depreciation$771,387DepreciationAmt
Book Value$339,812BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,468,253OtherCostOrOtherBasisAmt
Depreciation$1,356,311DepreciationAmt
Book Value$2,111,942BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,242,793OtherCostOrOtherBasisAmt
Depreciation$688,055DepreciationAmt
Book Value$554,738BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$699,654OtherCostOrOtherBasisAmt
Depreciation$290,653DepreciationAmt
Book Value$409,001BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,858,953TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
deposits$50,986
due from affiliate$775,419
FieldValueIRS element (for citing)
Total Book Value Other Assets$826,405TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCapital lease obligationDesc
Amt$331,552Amt
FieldValueIRS element (for citing)
Total Liability$331,552TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2017 was $10,781.
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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jane Fischberg
President$210,289$0$0$0$0$0$500$0$0$0$210,789$0$0$0
Roger Contreras
Asst. Treasurer & CFO$152,440$0$0$0$0$0$500$0$0$0$152,940$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$31,470NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV on date of saleMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEquipmentDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,100NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, line 2Rubicon implemented a new program model starting second half of 2016. The model is based on the theory that no one service can address the many challenges people living in poverty face. we believe that economic mobility comes from participation and achievement in four areas: Assets, Income, Wellness, and Connections. Rubicon committed to serve people for up to three years, in the new model.
Form 990, Part VI, Section B, line 11bThe controller and the CFO carefully review the Form 990 for accuracy and completeness, and reconcile key amounts back to the year-end fiancials, 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 12cStaff is required sign at the start of employment and board signs at the start of membership and an annual attestation for board members will begin December 2017.
Form 990, Part VI, Section B, line 15Periodically, 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 19Rubicon'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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Rubicon Homes Inc
2500 Bissell AvenueRichmondCA94804942760680HousingCA501(c)(3)Line 10Rubicon Programs IncYes (1)
rubicon enterprises inc
2500 Bissell AvenuerichmondCA94804680353815Training, Job prepCA501(c)(3)Line 12b, IIrubicon Programs IncYes (1)
Church Lane Housing Corp
2500 Bissell AvenuerichmondCA94804380353817HousingCA501(c)(3)Line 10rubicon Programs IncYes (1)
Idaho Apartment Housing Corp
2500 Bissell AvenuerichmondCA94804680355418HousingCA501(c)(3)Line 10rubicon Programs IncYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Rubicon Enterprises Inc
J$775,419Year end receivable bal.
rubicon Enterprises Inc
N$0included in line 1
rubicon Enterprises Inc
P$0included in line 1
rubicon Enterprises Inc
S$0included in line 1

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