RUBICON PROGRAMS INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
RUBICON PROGRAMS INC (EIN 94-2301550)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201141369349305954
Schema version
2009v1.4
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)
Timestamp2011-05-16T15:44:56-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Harrington Group CPAs LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12670 Mission Street Suite 200AddressLine1
CitySan MarinoCity
StateCAState
ZIP Code91108ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN942301550EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Rubicon Programs IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRUBINameControl
Phone5102316991Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 Bissell AvenueAddressLine1
CityRichmondCity
StateCAState
ZIP Code94804ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDavid SamuelsName
TitleCFOTitle
Phone5102316991Phone
Date Signed2011-05-16DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6264036801Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJane FischbergNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12500 Bissell AvenueAddressLine1
CityRichmondCity
StateCAState
ZIP Code94804ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12577648GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.rubiconprograms.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1976YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionRubicon'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.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees281TotalNbrEmployees
Total Nbr Volunteers40TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year8344022ContributionsGrantsPriorYear
Contributions Grants Current Year9282817ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2274920ProgramServiceRevenuePriorYear
Program Service Revenue CY2726510ProgramServiceRevenueCY
Investment Income Prior Year9656InvestmentIncomePriorYear
Investment Income Current Year-60275InvestmentIncomeCurrentYear
Other Revenue Prior Year321200OtherRevenuePriorYear
Other Revenue Current Year435219OtherRevenueCurrentYear
Total Revenue Prior Year10949798TotalRevenuePriorYear
Total Revenue Current Year12384271TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year8334703SalariesEtcPriorYear
Salaries Etc Current Year8423148SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year302880TotalFundrsngExpCurrentYear
Other Expense Prior Year2479330OtherExpensePriorYear
Other Expenses Current Year3181193OtherExpensesCurrentYear
Total Expenses Prior Year10814033TotalExpensesPriorYear
Total Expenses Current Year11604341TotalExpensesCurrentYear
Revenues Less Expenses Prior Year135765RevenuesLessExpensesPriorYear
Revenues Less Expenses CY779930RevenuesLessExpensesCY
Total Assets BOY10654685TotalAssetsBOY
Total Assets EOY7149287TotalAssetsEOY
Total Liabilities BOY5833126TotalLiabilitiesBOY
Total Liabilities EOY5388514TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4821559NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1760773NetAssetsOrFundBalancesEOY
Mission DescriptionRubicon'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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense413938Expense
Revenue184050Revenue
DescriptionHousing Programs develop and manage low income housing for people who are disabled, homeless and/or economically disadvantaged.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1748045Expense
Revenue691294Revenue
DescriptionSocial Enterprises 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense8887696Expense
Revenue1851166Revenue
DescriptionSupportive services and training programs offer extensive vocational rehabilitation, job training and placement opportunities.Description
FieldValueIRS element (for citing)
Total Program Service Expense11049679TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation1PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109655NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees281NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Rubicon Programs IncBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5102313991TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12500 Bissell AvenueAddressLine1
CityRichmondCity
StateCAState
ZIP Code94804ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Paul Leonard
Chair2.00XX000
Greg Powell
Vice Chair2.00XX000
Virginia Davis
Secretary2.00XX000
Kathryne Daniels
Treasurer2.00XX000
Irma L Anderson RN BS
Board member2.00X000
Lindy Hahn
Board member2.00X000
Jenn Bonilla PhD
Board member2.00X000
Deborah Clarett
Board member2.00X000
Carrianne Coffey
Board member2.00X000
Susann Nordrum
Board member2.00X000
Hank Royal MA
Board member2.00X000
Jane Fischberg
President/Executive Dire40.00X15085307613
David Samuels
CFO40.00X10791806305
Kelly Dunn
COO & Director of Legal40.009412905966X
John Tammen
Dir. Landscape Serv.40.0010586601102X
Richard Aubry
President40.0020567607022X
FieldValueIRS element (for citing)
Total Reportable Comp From Org570313TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation22042TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Rubicon National Social InnovationsBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1848 Folsom StreetAddressLine1
CitySan FranciscoCity
StateCAState
ZIP Code94107ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesSubcontract to develop social enterpriseDescriptionOfServices
Compensation175000Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Government Grants7777140GovernmentGrants
All Other Contributions1505677AllOtherContributions
Noncash Contributions140632NoncashContributions
Total Contributions9282817TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Landscape services81290018511661851166
Income from legal serv541100691294691294
Rental income532000184050184050
FieldValueIRS element (for citing)
Total Program Service Revenue2726510TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4293TotalRevenueColumn
Exclusion$4,293ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other128809Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other193377Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-64568Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-64568TotalRevenueColumn
Exclusion-$64,568ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneous incomeDescription
Business Code900099BusinessCode
Total Revenue Column435219TotalRevenueColumn
Related Or Exempt Function Income435219RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue435219TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column12384271TotalRevenueColumn
Related Or Exempt Function Income3161729RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$60,275ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total402215Total
Program Services106429ProgramServices
Management And General249607ManagementAndGeneral
Fundraising46179Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total6646423Total
Program Services5597509ProgramServices
Management And General933212ManagementAndGeneral
Fundraising115702Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total862756Total
Program Services733545ProgramServices
Management And General115291ManagementAndGeneral
Fundraising13920Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total511754Total
Program Services428338ProgramServices
Management And General74204ManagementAndGeneral
Fundraising9212Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total10635Total
Program Services10635ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total44975Total
Program Services945ProgramServices
Management And General44030ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total744287Total
Program Services678374ProgramServices
Management And General37163ManagementAndGeneral
Fundraising28750Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total892715Total
Program Services783716ProgramServices
Management And General94414ManagementAndGeneral
Fundraising14585Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total97653Total
Program Services75193ProgramServices
Management And General16601ManagementAndGeneral
Fundraising5859Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total343759Total
Program Services325711ProgramServices
Management And General16453ManagementAndGeneral
Fundraising1595Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total78938Total
Program Services75249ProgramServices
Management And General3462ManagementAndGeneral
Fundraising227Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total89492Total
Program Services65937ProgramServices
Management And General12530ManagementAndGeneral
Fundraising11025Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total108271Total
Program Services12992ProgramServices
Management And General95279ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total112193Total
Program Services50262ProgramServices
Management And General61706ManagementAndGeneral
Fundraising225Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total141033Total
Program Services63182ProgramServices
Management And General77568ManagementAndGeneral
Fundraising283Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Miscellaneous3788292045841727311514
Participant Support24528023310112179
Program Supplies14534914192620861337
Site & Product Costs379913765424313
Allocation of indirect-2902071424397-175457939975

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11604341Total
Program Services11049679ProgramServices
Management And General251782ManagementAndGeneral
Fundraising302880Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY215500BOY
EOY310081EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY840938BOY
EOY1020155EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY92839BOY
EOY154702EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1640730BOY
EOY1445488EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY4343703BOY
EOY1012906EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY193801BOY
EOY60355EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5195002LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2089666LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3195902BOY
EOY3105336EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY33810BOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY97462BOY
EOY40264EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10654685BOY
EOY7149287EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1332263BOY
EOY1200584EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY306543BOY
EOY217959EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY4194320BOY
EOY3969971EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5833126BOY
EOY5388514EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4215278BOY
EOY1037937EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY606281BOY
EOY722836EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4821559BOY
EOY1760773EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10654685BOY
EOY7149287EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years304083CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1009345CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years897635CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8344022CurrentTaxYearMinus1Year
Current Tax Year9282817CurrentTaxYear
Total19837902Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years304083CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1009345CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years897635CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8344022CurrentTaxYearMinus1Year
Current Tax Year9282817CurrentTaxYear
Total19837902Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total236622AmountsSubstContributorsTotal
Public Support Total17019601280PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7480CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6277CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3673CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9656CurrentTaxYearMinus1Year
Current Tax Year4293CurrentTaxYear
Total31379Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years393948CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years331801CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year321200CurrentTaxYearMinus1Year
Current Tax Year43219CurrentTaxYear
Total1090168Total
FieldValueIRS element (for citing)
Total Support20959449TotalSupport
Gross Receipts From Admissions Etc30092194GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.93520PublicSupportPertcentage170
Public Support Pertcent Prior Year0.82560PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis633490OtherCostOrOtherBasis
Book Value633490BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1541169OtherCostOrOtherBasis
Depreciation654826Depreciation
Book Value886343BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2205662OtherCostOrOtherBasis
Depreciation701823Depreciation
Book Value1503839BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis452306OtherCostOrOtherBasis
Depreciation390859Depreciation
Book Value61447BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis362375OtherCostOrOtherBasis
Depreciation342158Depreciation
Book Value20217BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3105336TotalOfBookValueLandBuildings
Total Revenue12384271TotalRevenue
Total Expenses11604341TotalExpenses
Excess Or Deficit For Year779930ExcessOrDeficitForYear
Donated Services And Facilities90540DonatedServicesAndFacilities
Other-$3,931,256OtherAmount
Total Adjustments-3840716TotalAdjustments
Excess Or Deficit Per FS-3060786ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt12474811TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities90540DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99090540RevenueNotRptdF990
Revenue Subtotal12384271RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99012384271TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt11604341TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal11604341ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99011604341TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart IV, Line 2b:Identifier
ExplanationThe 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Jane Fischberg
15085300000007613015846600150853
Richard Aubry
20567600000007022021269800205676

Schedule L IRS990ScheduleL

Loan Table LoanTable (7 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreementBalance DueBalanceDue
Church Lane - Rubicon Partners
Development of apartmentsX011
Rubicon Enterprises Inc
Operating Cost AdvancesX011774582
Church Lane Housing Corporation
project development cost advances, landscape services, operating costsX011144717
Church Lane - Rubicon Partners
project development cost advances, landscape services, operating costsX01192515
Idaho Apartments
project development cost advances, landscape services, operating costsX011660
Others
project development cost advances, landscape services, operating costsX0110
RHI
project development cost advances, landscape services, operating costsX011432
FieldValueIRS element (for citing)
Total Balance Due1012906TotalBalanceDue

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionOffice EquipmentDescription
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990140632NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule N IRS990ScheduleN

Disposition Table DispositionTable

FieldValueIRS element (for citing)
Description Of AssetIntercompany ReceivablesDescriptionOfAsset
Date Of Distribution2010-06-30DateOfDistribution
FMV Of Asset3931256FMVOfAsset
EIN680353815EIN

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Rubicon Enterprises IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12500 Bisseill AveAddressLine1
CityRichamondCity
StateCAState
ZIP Code94804ZIPCode
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2
Employee Of Successor20EmployeeOfSuccessor2
Owner Of Successor20OwnerOfSuccessor2
Receive Compensation20ReceiveCompensation2

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11The 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 15Each 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStatePublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Rubicon Villages Inc
2500 Bissell AvenueRichmondCA94804943391865HousingCA501(c)(3)TIDA Treasure Island Development Authority
Rubicon Homes Inc
2500 Bissell AvenueRichmondCA94804942760680HousingCA501(C)(3)Rubicon Programs Inc
Rubicon Enterprises Inc
2500 Bissell AvenueRichmondCA94804680353815Training, Job PrepCA501(c)(3)
Church Lane Housing
2500 Bissell AvenueRichmondCA94804680367031HousingCA501(c)(3)Rubicon Programs Inc
Idaho Housing
2500 Bissell AvenueRichmondCA94804680394517HousingCA501(c)(3)Rubicon Programs Inc

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
Church Lane - Rubicon Partners
2500 Bissell AvenueRichmondCA94804680367031HousingCARubicon Programs IncRents-126911
Idaho Apartment Associates
2500 Bissell AvenueRichmondCA94804680395417HousingCARubicon Programs IncRents1211
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)

Transaction TypeTransactionType
Citibank - 1st Mortgage - Church Lane-Rubicon Programs
E
Low Income Housing Fund - 2nd Mortgage-Church Lane - Rubicon Programs
E
County of Contra Costa (CDGB) - NP - Idaho Apartments
E
County of Contra Costa (HOPWA) - NP - Idaho Apartments
E
County of Contra Costa (HOPWA) - NP - Idaho Apartments
E
El Cerrito Redevelopment Agency - NP - Idaho Apartments
E
BofA Development Bank - Affordable Housing - NP - Idaho
E
CalHFA - 1st Mortgage - Rubicon Homes Inc
E
City and County of San Francisco
E

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