2011-05-16T15:44:56-05:00 2010-06-30 Harrington Group CPAs LLP 2670 Mission Street Suite 200 San Marino CA 91108 990 2009-07-01 942301550 Rubicon Programs Inc RUBI 5102316991 2500 Bissell Avenue Richmond CA 94804 David Samuels 5102316991 2011-05-16 6264036801 2009 2016-02-24 21:20:13Z Jane Fischberg 2500 Bissell Avenue Richmond CA 94804 12577648 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 11 281 40 0 0 8344022 9282817 2274920 2726510 9656 -60275 321200 435219 10949798 12384271 0 0 8334703 8423148 0 302880 2479330 3181193 10814033 11604341 135765 779930 10654685 7149287 5833126 5388514 4821559 1760773 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 413938 184050 Housing Programs develop and manage low income housing for people who are disabled, homeless and/or economically disadvantaged. 1748045 691294 Social 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. 8887696 1851166 Supportive services and training programs offer extensive vocational rehabilitation, job training and placement opportunities. 11049679 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 1 0 1 0 0 0 1 55 0 281 1 0 0 0 0 0 0 0 0 0 11 11 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 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 Kathryne Daniels 2.00 X X 0 0 0 Irma L Anderson RN BS 2.00 X 0 0 0 Lindy Hahn 2.00 X 0 0 0 Jenn Bonilla PhD 2.00 X 0 0 0 Deborah Clarett 2.00 X 0 0 0 Carrianne Coffey 2.00 X 0 0 0 Susann Nordrum 2.00 X 0 0 0 Hank Royal MA 2.00 X 0 0 0 Jane Fischberg 40.00 X 150853 0 7613 David Samuels 40.00 X 107918 0 6305 Kelly Dunn 40.00 X 94129 0 5966 John Tammen 40.00 X 105866 0 1102 Richard Aubry 40.00 X 205676 0 7022 570313 0 22042 4 1 1 0 Rubicon National Social Innovations 848 Folsom Street San Francisco CA 94107 Subcontract to develop social enterprise 175000 1 7777140 1505677 140632 9282817 Landscape services 812900 1851166 1851166 Income from legal serv 541100 691294 691294 Rental income 532000 184050 184050 2726510 4293 4293 128809 193377 -64568 -64568 -64568 Miscellaneous income 900099 435219 435219 435219 12384271 3161729 0 -60275 402215 106429 249607 46179 6646423 5597509 933212 115702 862756 733545 115291 13920 511754 428338 74204 9212 10635 10635 44975 945 44030 744287 678374 37163 28750 892715 783716 94414 14585 97653 75193 16601 5859 343759 325711 16453 1595 78938 75249 3462 227 89492 65937 12530 11025 108271 12992 95279 112193 50262 61706 225 141033 63182 77568 283 Miscellaneous 378829 204584 172731 1514 Participant Support 245280 233101 12179 Program Supplies 145349 141926 2086 1337 Site & Product Costs 37991 37654 24 313 Allocation of indirect -290207 1424397 -1754579 39975 11604341 11049679 251782 302880 215500 310081 840938 1020155 92839 154702 1640730 1445488 4343703 1012906 193801 60355 5195002 2089666 3195902 3105336 33810 97462 40264 10654685 7149287 1332263 1200584 306543 217959 4194320 3969971 5833126 5388514 X 4215278 1037937 606281 722836 4821559 1760773 10654685 7149287 X 0 1 1 X 1 1 X 304083 1009345 897635 8344022 9282817 19837902 304083 1009345 897635 8344022 9282817 19837902 236622 19601280 7480 6277 3673 9656 4293 31379 393948 331801 321200 43219 1090168 20959449 30092194 0.93520 0.82560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 633490 633490 1541169 654826 886343 2205662 701823 1503839 452306 390859 61447 362375 342158 20217 3105336 12384271 11604341 779930 90540 -3931256 -3840716 -3060786 12474811 90540 90540 12384271 0 12384271 11604341 0 11604341 0 11604341 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. X X 0 0 0 0 0 0 0 0 0 Jane Fischberg 150853 0 0 0 0 0 0 0 7613 0 158466 0 0 150853 Richard Aubry 205676 0 0 0 0 0 0 0 7022 0 212698 0 0 205676 Church Lane - Rubicon Partners Development of apartments X 0 1 1 Rubicon Enterprises Inc Operating Cost Advances X 774582 0 1 1 Church Lane Housing Corporation project development cost advances, landscape services, operating costs X 144717 0 1 1 Church Lane - Rubicon Partners project development cost advances, landscape services, operating costs X 92515 0 1 1 Idaho Apartments project development cost advances, landscape services, operating costs X 660 0 1 1 Others project development cost advances, landscape services, operating costs X 0 0 1 1 RHI project development cost advances, landscape services, operating costs X 432 0 1 1 1012906 X Office Equipment 1 140632 FMV 0 0 0 Intercompany Receivables 2010-06-30 3931256 680353815 Rubicon Enterprises Inc 2500 Bisseill Ave Richamond CA 94804 0 0 0 0 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 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 Rubicon Homes Inc 2500 Bissell Avenue Richmond CA 94804 942760680 Housing CA 501(C)(3) Rubicon Programs Inc Rubicon Enterprises Inc 2500 Bissell Avenue Richmond CA 94804 680353815 Training, Job Prep CA 501(c)(3) Church Lane Housing 2500 Bissell Avenue Richmond CA 94804 680367031 Housing CA 501(c)(3) Rubicon Programs Inc Idaho Housing 2500 Bissell Avenue Richmond CA 94804 680394517 Housing CA 501(c)(3) Rubicon Programs Inc Church Lane - Rubicon Partners 2500 Bissell Avenue Richmond CA 94804 680367031 Housing CA Rubicon Programs Inc Rents -1269 1 1 Idaho Apartment Associates 2500 Bissell Avenue Richmond CA 94804 680395417 Housing CA Rubicon Programs Inc Rents 12 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 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