2012-05-15T12:43:10-05:00 2011-06-30 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2010-07-01 942301550 Rubicon Programs Inc RUBI 5102316991 2500 Bissell Avenue Richmond CA 94804 David Samuels 5102316991 2012-05-15 Carmen Mosley 6264036801 2010 2016-02-24 21:20:13Z Jane Fischberg 2500 Bissell Avenue Richmond CA 94804 12162735 0 X www.rubiconprograms.org X 1976 CA Rubicon's mission is to create and deliver integrated solutions to profound social problems. Our purpose is to make a positive and lasting impact on people living in poverty and on people living with disabilities, especially psychiatric disabilities. We empower people to move out of poverty and improve their quality of life. 11 11 251 40 0 0 9282817 8775284 2726510 2904693 -60275 3069 435219 445904 12384271 12128950 0 0 0 0 8423148 8369822 0 0 376882 3181193 3402795 11604341 11772617 779930 356333 7149287 7366843 5388514 5249737 1760773 2117106 X Rubicon's mission is to create and deliver integrated solutions to profound social problems. Our purpose is to make a positive and lasting impact on people living in poverty and on people living with disabilities, especially psychiatric disabilities. We empower people to move out of poverty and improve their quality of life. 0 0 5698258 1823716 Supportive services and training programs offer extensive vocational rehabilitation, job training and placement opportunities. 4619216 902313 Social Program provides group and individual counseling services in a day treatment program, independent living skills training, legal advocacy and both affordable housing and housing assistance, money management, and also provide legal representation to the mentally and physically disabled for social security and SSI disability benefit claims. 723753 178664 Housing Programs develop and manage low income housing for people who are disabled, homeless and/or economically disadvantaged. 11041227 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 102 0 1 251 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X Rubicon Programs Inc 5102313991 2500 Bissell Avenue Richmond CA 94804 Paul Leonard 2.00 X X 0 0 0 Greg Powell 2.00 X X 0 0 0 Virginia Davis 2.00 X X 0 0 0 Deborah Clarett 2.00 X X 0 0 0 Amit Kurlekar 2.00 X 0 0 0 Amy Hsiao 2.00 X 0 0 0 Carrianne Coffey 2.00 X 0 0 0 Chris Grapes 2.00 X 0 0 0 Lindy Hahn 2.00 X 0 0 0 Susann Nordrum 2.00 X 0 0 0 Chad A Stegemen Esq 2.00 X 0 0 0 Jenn Bonilla PhD 2.00 X 0 0 0 Martha Laboissiere 2.00 X 0 0 0 Jane Fischberg 40.00 X 155195 0 5502 David Samuels 40.00 X 107572 0 5502 John Tammen 40.00 X 105641 0 38 368408 0 11042 3 0 1 0 0 60790 7331167 1383327 15906 8775284 Landscape services 812900 1823716 1823716 Income from legal serv 541100 902313 902313 Rental income 532000 178664 178664 2904693 3069 3069 33785 60790 33785 0 Miscellaneous income 900099 445904 445904 445904 12128950 3350597 0 3069 319363 255819 56935 6609 6624140 5284559 1141947 197634 939280 787069 129478 22733 487039 409112 68187 9740 26408 20862 5018 528 50978 40272 9686 1020 819894 653640 148975 17279 4943 2965 1779 199 429727 363192 53271 13264 135142 98654 28380 8108 308592 295359 11451 1782 80200 76339 3539 322 161594 112086 40190 9318 91641 54984 32990 3667 131116 106203 22289 2624 125002 75001 47501 2500 Building Maintenance & 567620 461559 97779 8282 Miscellaneous 313027 163013 142249 7765 Participant Support 306097 294822 11275 Program Supplies 70001 65717 3011 1273 Site & Product Costs 39162 37189 1963 10 -258349 1382811 -1692110 50950 11772617 11041227 354508 376882 310081 935480 1020155 413896 154702 249957 1445488 1360994 1012906 1028098 60355 126656 5436126 2220772 3105336 3215354 40264 36408 7149287 7366843 1200584 1138813 217959 281265 3969971 3829659 5388514 5249737 X 1037937 1503497 722836 613609 1760773 2117106 7149287 7366843 356333 0 X 1 1 1 X 1 1 X 1009345 897635 8344022 9282817 8775284 28309103 1009345 897635 8344022 9282817 8775284 28309103 382557 27926546 6277 3673 9656 4293 3069 26968 393948 331801 321200 43219 445904 1536072 29872143 24194780 0.93490 0.93520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 633490 633490 1541169 684287 856882 2205662 782835 1422827 466705 405480 61225 589100 348170 240930 3215354 12128950 11772617 356333 0 356333 12174935 12200 33785 45985 12128950 0 12128950 11818602 12200 33785 45985 11772617 0 11772617 Part IV, Line 2b: The money management trust account was established to provide representative payee services to disabled program participants who need assistance in managing their funds. Rubicon facilitates the payment of rent and utilities and will set aside money for food and other agreed upon items. Description of Uncertain Tax Positions Under FIN 48: Part X: Rubicon is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. 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 Rubicon in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Rubicon's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XII, Line 2d - Other Adjustments: Special Events Expense 33,785. Part XIII, Line 2d - Other Adjustments: Special event expense 33,785. Rubicon Honors 94575 60790 33785 14604 19181 94575 60790 33785 14604 19181 33785 0 X X 0 0 0 0 0 0 0 0 0 Jane Fischberg 155195 0 0 0 0 0 0 0 5502 0 160697 0 158466 0 Church Lane - Rubicon Partners Development of apartments X 100000 164002 0 1 1 Rubicon Enterprises Inc Operating Cost Advances X 774582 474761 0 1 1 Church Lane Housing Corporation project development cost advances, landscape services, operating costs X 144717 144717 0 1 1 Church Lane - Rubicon Partners project development cost advances, landscape services, operating costs X 92515 93593 0 1 1 Others project development cost advances, landscape services, operating costs X 0 150708 0 1 1 RHI project development cost advances, landscape services, operating costs X 0 317 0 1 1 1028098 Form 990, Part VI, Section B, line 11 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. Form 990, Part VI, Section B, line 12c We enforce compliance with policy if a conflict is disclosed. Form 990, Part VI, Section B, line 15 Each year the Human Resource Department embarks on an in depth analysis of our compensation rates and compares them to industry standards. Using the Center for Nonprofit Management Compensation and Benefits Survey, they examine each position 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 reviewed by the public. -Rubicon's conflict of interest policy is an internal policy that we have both staff and Board members review and attest to compliance via their signature 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 our Annual Report. Statements are made available to the public upon request. Rubicon Villages Inc 2500 Bissell Avenue Richmond CA 94804 943391865 Housing CA 501(c)(3) TIDA Treasure Island Development Authority 0 Rubicon Homes Inc 2500 Bissell Avenue Richmond CA 94804 942760680 Housing CA 501(C)(3) Rubicon Programs Inc 0 Rubicon Enterprises Inc 2500 Bissell Avenue Richmond CA 94804 680353815 Training, Job Prep CA 501(c)(3) Rubicon Programs Inc 0 Church Lane Housing 2500 Bissell Avenue Richmond CA 94804 680367031 Housing CA 501(c)(3) Rubicon Programs Inc 0 Idaho Housing 2500 Bissell Avenue Richmond CA 94804 680395417 Housing CA 501(c)(3) Rubicon Programs Inc 0 Church Lane - Rubicon Partners 2500 Bissell Avenue Richmond CA 94804 680367031 Housing CA Rubicon Programs Inc Rents 1 1 Idaho Apartment Associates 2500 Bissell Avenue Richmond CA 94804 680395417 Housing CA Rubicon Programs Inc Rents 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 Contra Costa County - Church Lane-Rubicon Programs D 164002 FMV Rubicon Enterprises Inc D 474761 FMV