2017-11-15T13:36:40-06:00 2017-06-30 946214841 Armanino LLP 50 W San Fernando St Ste 500 San Jose CA 95113 990 2016-07-01 942301550 Rubicon Programs Inc RUBI 5102316991 2500 Bissell Avenue Richmond CA 94804 Roger Contreras CFO 5102316991 2017-11-15 1 Lawrence S Kuechler P00233621 4082006400 2017-11-15 38.104.135.22 2017-11-15 12:20:47 PS P C6CDAEE9B875D4320E7F169406ABE2414F275E69 C6CDAEE9B875D4320E7F169406ABE2414F275E69 2016 2021-01-29 14:40:06Z Jane Fischberg 2500 Bissell Avenue Richmond CA 94804 14592338 0 X http://rubiconprograms.org/ X 1976 CA To transform East Bay communities by equipping people to break the cycle of poverty. 10 10 193 10 0 0 12282036 11088182 3321722 3349316 5210 692 381170 154148 15990138 14592338 0 0 0 0 10237067 9094269 0 0 646748 4594498 4343811 14831565 13438080 1158573 1154258 8896725 9541012 4657906 4147894 4238819 5393118 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. 1 0 2693879 2528714 Rubicon: 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. 8683612 446734 2. 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. 179622 249309 Housing programs manages low income housing for people who are disabled, homeless and/or economically disadvantaged. 11557113 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 67 0 1 193 1 0 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 vice-chair 2.00 X X 0 0 0 Dana DuFrane Secretary 2.00 X X 0 0 0 Karen Norwood director 2.00 X 0 0 0 David Gray director 2.00 X 0 0 0 Sophia Loh director 2.00 X 0 0 0 Sachi Yoshii director 2.00 X 0 0 0 Mary Purcell director 2.00 X 0 0 0 Candra Muhammad director 2.00 X 0 0 0 Virginia Davis director 2.00 X 0 0 0 Jane Fischberg President 38.00 2.00 X 210289 0 500 Roger Contreras Asst. Treasurer & CFO 20.00 20.00 X 152440 0 500 Kelly Dunn VP & Assistant secretary 38.00 2.00 X 135027 0 500 Robert Hope chief programs officer 40.00 X 129365 0 3050 Phyllis Crakow Dir. of Human Resources 40.00 X 100227 0 500 727348 0 5050 5 0 1 0 0 8000 7748582 3331600 34570 11088182 Landscape services 812900 2528714 2528714 Program service contracts 812900 278707 278707 Rental income 532000 262909 262909 service fee from affiliate 812900 261106 261106 Rental management fee 812900 17880 17880 3349316 692 692 73332 73332 Misc income 812900 80816 80816 80816 14592338 3430132 0 74024 503750 23418 366662 113670 6964583 5074812 1665303 224468 34927 23100 9900 1927 989439 782007 182895 24537 601570 420212 158529 22829 3618 3618 61600 61600 1331216 1089107 208316 33793 118194 12322 40923 64949 653039 276780 336319 39940 787245 565308 205384 16553 203080 174856 27981 243 76156 47291 27966 899 22678 218 22460 387580 297428 86075 4077 allocated expenses 759004 759004 Housing & Landscape ope 313460 313460 Program & Participant S 203248 198818 3343 1087 indirect expenses -576307 1498972 -2173055 97776 13438080 11557113 1234219 646748 490422 314808 734250 903829 322000 935773 2381133 2454824 214848 63202 156644 183218 6965359 3106406 4005321 3858953 592107 826405 8896725 9541012 1788521 1578950 17642 10781 2851743 2226611 0 331552 4657906 4147894 X 3439111 3811131 799708 1581987 4238819 5393118 8896725 9541012 1154258 41 0 X 0 1 X 1 1 1 X 9778861 11090879 12407792 12282036 11088182 56647750 9778861 11090879 12407792 12282036 11088182 56647750 2274266 54373484 8002 7206 539 5210 74024 94981 106613 162502 562868 381170 80816 1293969 58036700 16341792 0.93690 0.97040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 4215 1 4216 0 1 8395 0 0 16826 0 Part II-B, Line 1: Rubicon 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. 0 1 X 443460 443460 1111199 771387 339812 3468253 1356311 2111942 1242793 688055 554738 699654 290653 409001 3858953 deposits 50986 due from affiliate 775419 826405 Capital lease obligation 331552 331552 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, 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. X X 0 0 0 0 0 0 0 0 0 Jane Fischberg President 210289 0 0 0 0 0 500 0 0 0 210789 0 0 0 Roger Contreras Asst. Treasurer & CFO 152440 0 0 0 0 0 500 0 0 0 152940 0 0 0 X 2 31470 FMV on date of sale X Equipment 1 3100 FMV 0 0 1 0 Form 990, Part III, line 2 Rubicon 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 11b The 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 12c Staff 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 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. 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 12b, II 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 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 Rubicon Enterprises Inc J 775419 Year end receivable bal. rubicon Enterprises Inc N 0 included in line 1 rubicon Enterprises Inc P 0 included in line 1 rubicon Enterprises Inc S 0 included in line 1