2022-05-03T12:28:02-05:00 2021-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2020-07-01 942301550 RUBICON PROGRAMS INC RUBI 5102316991 2500 BISSELL AVENUE RICHMOND CA 94804 ROGER CONTRERAS CFO 5102316991 2022-04-26 1 ROGER CONTRERAS 999009999 MATTHEW PETROSKI P00853132 4082006400 2022-04-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CAROLE DORHAM-KELLY 2500 BISSELL AVENUE RICHMOND CA 94804 18960030 0 X HTTP://RUBICONPROGRAMS.ORG/ X 1976 CA TO TRANSFORM EAST BAY COMMUNITIES BY EQUIPPING PEOPLE TO BREAK THE CYCLE OF POVERTY. 10 10 159 15 0 0 11431669 12563515 3505973 4008426 51282 1114786 119874 715093 15108798 18401820 0 0 0 0 10218541 11246110 0 0 621066 5125271 4974645 15343812 16220755 -235014 2181065 12833027 13905498 5711256 4602662 7121771 9302836 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. 0 0 9172401 13187 RUBICON'S SERVICES ARE BASED ON MEETING 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. 2. ASSET BUILDING SERVICES SUCH AS FINANCIAL LITERACY, ASSET DEVELOPMENT, CONSUMER PROTECTION, CREDIT REPAIR, AND HOUSEHOLD BUDGETING SERVICES. (SEE SCHEDULE O FOR CONTINUATION)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. 3068173 3459553 RUBICON'S SUPPORTIVE SERVICES AND TRAINING PROGRAM PROVIDED SUPPORT SERVICES, JOB TRAINING, AND PLACEMENT SERVICES FOR PEOPLE WHO ARE DISABLED, HOMELESS AND/OR LOW INCOME PEOPLE. RUBICON OPERATES IN FIVE CITIES THROUGHOUT THE BAY AREA. 160513 203361 HOUSING PROGRAMS MANAGES LOW INCOME HOUSING FOR PEOPLE WHO ARE DISABLED, HOMELESS AND/OR ECONOMICALLY DISADVANTAGED. 12401087 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 1 0 0 1 40 0 1 159 1 0 0 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 ROGER CONTRERAS 5102316991 2500 BISSELL AVENUE RICHMOND CA 94804 JANE FISCHBERG PRESIDENT (LEFT 10/2020) 40.00 4.00 X 213721 0 9387 ROGER CONTRERAS ASST. TREASURER & CFO 40.00 4.00 X 169244 0 9161 KELLY DUNN GEN COUNSEL & DIR OF LEGAL SVCS 40.00 2.00 X 149429 0 9172 CAROLE DORHAM-KELLY PRESIDENT (START 11/2020) 40.00 4.00 X 144303 0 9387 LOURDES HARO LANDSCAPE GENERAL MANAGER 40.00 2.00 X 136783 0 8885 ADRIENNE KIMBALL CHIEF TALENT OFFICER 40.00 1.00 X 128570 0 9051 MISHAL BOSCANA DIRECTOR OF FINANCE 40.00 1.00 X 126279 0 1311 KAREN COHEN DIRECTOR OF HUMAN RESOURCES 40.00 1.00 X 119716 0 8836 RHODY MCCOY DIRECTOR OF COMMUNITY-BASED PROGRAMS 40.00 1.00 X 115963 0 9051 PAUL LEONARD CHAIR 2.00 4.00 X X 0 0 0 TATIANA WARE VICE CHAIR 2.00 2.00 X X 0 0 0 KAREN NORWOOD TREASURER 2.00 4.00 X X 0 0 0 DAVID STALEY SECRETARY (START 10/2020) 2.00 2.00 X X 0 0 0 CLAIRE LEVAY-YOUNG SECRETARY (LEFT 10/2020) 2.00 2.00 X X 0 0 0 JUSTIN CRUM DIRECTOR (START 12/2020) 2.00 X 0 0 0 BECKY JOHNSON DIRECTOR (START 8/2020) 2.00 X 0 0 0 SOPHIA LOH DIRECTOR 2.00 X 0 0 0 AMIRH MORGAN DIRECTOR 2.00 X 0 0 0 VRINDA SHAH DIRECTOR 2.00 X 0 0 0 SARAH STERNAU DIRECTOR 2.00 2.00 X 0 0 0 1304008 0 74241 14 0 1 0 ARMANINO LLP PO BOX 398285 SAN FRANCISCO CA 94139 ACCOUNTING SERVICES 106518 1 10000 8469248 4084267 25102 12563515 LANDSCAPE SERVICES 812900 3805065 3805065 RENTAL INCOME 532000 203361 203361 4008426 17951 17951 25000 25000 1655045 558210 1096835 1096835 1096835 DEBT FORGIVENESS 900099 631906 631906 PRELITIGATION SETTLEME 900099 45000 45000 OTHER MISC PROGRAM FEE 812900 13187 13187 690093 18401820 4021613 0 1816692 729263 92161 550432 86670 8150964 6411290 1436423 303251 67319 54597 10692 2030 1606839 1272755 280759 53325 691725 538209 129436 24080 76500 76500 445900 158900 200896 86104 64605 12549 21288 30768 606635 366869 211392 28374 199268 154952 43224 1092 497670 438637 59033 112282 105187 6754 341 114854 18988 94291 1575 317999 281077 33619 3303 87504 53014 34337 153 PROGRAM & PARTICIPANT S 1742029 1741605 424 MISC NON-OPERATING 385805 377432 8373 LANDSCAPE OPERATIONS 318391 318391 UNIFORMS 5203 4474 729 16220755 12401087 3198602 621066 1639587 1588419 4603313 5172504 1170250 1900000 1907230 2146702 390548 160068 228188 5364736 3381635 2739608 1983101 450000 450000 162971 46036 12833027 13905498 1592587 1859753 82133 47919 1916383 561950 2120153 2133040 5711256 4602662 X 3200028 4103600 3921743 5199236 7121771 9302836 12833027 13905498 2181065 0 X X 0 1 X 1 1 1 X 11088182 8510437 12908420 11431669 12563515 56502223 11088182 8510437 12908420 11431669 12563515 56502223 3361760 53140463 74024 76229 90527 128143 42951 411874 80816 69415 69896 19874 676906 916907 57831004 18458320 0.91890 0.94960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4974 2417 7391 16213364 16220755 961038 240260 0 0 788953 852954 917191 961038 3520136 5280204 12206 5176 1283 7391 26056 197238 213239 229298 240260 880035 1320053 9958 5021 641 4974 20594 337089 337089 984155 739508 244647 2624317 1610277 1014040 747090 475402 271688 672085 556448 115637 1983101 CAPITAL LEASE OBLIGATION 106440 PPP LOAN 2026600 2133040 X PART X, LINE 2: RUBICON, REI, AND RH ARE 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. THE ORGANIZATION FOLLOWS THE ACCOUNT GUIDANCE FOR UNCERTAIN TAX POSITIONS. MANAGEMENT DETERMINED THAT THERE ARE NO UNCERTAIN POSITIONS AS OF JUNE 30, 2021. X X 0 0 0 0 0 0 0 0 0 JANE FISCHBERG PRESIDENT (LEFT 10/2020) 213721 0 0 0 0 0 500 0 8887 0 223108 0 0 0 ROGER CONTRERAS ASST. TREASURER & CFO 169244 0 0 0 0 0 500 0 8661 0 178405 0 0 0 KELLY DUNN GEN COUNSEL & DIR OF LEGAL SVCS 149429 0 0 0 0 0 500 0 8672 0 158601 0 0 0 CAROLE DORHAM-KELLY PRESIDENT (START 11/2020) 144303 0 0 0 0 0 500 0 8887 0 153690 0 0 0 X 1 25102 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B ACCOUNTING STAFF AND 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, ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 AS WELL FORM 990, PART VI, SECTION B, LINE 12C STAFF IS REQUIRED TO SIGN AT THE START OF EMPLOYMENT AND BOARD SIGNS AT THE START OF MEMBERSHIP AND THEREAFTER COMPLETES AN ANNUAL ATTESTATION. 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 REVIEWED 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 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 RUBICON'S ANNUAL REPORT. STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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 12A, I RUBICON PROGRAMS INC 1 RUBICON LANDSCAPE CORPORATION 2500 BISSELL AVENUE RICHMOND CA 94804 831061469 LANDSCAPE SERVICES CA RUBICON PROGRAMS INC C 1419980 809803 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 RUBICON LANDSCAPE CORPORATION Q 345512 YEAR END RECEIVABLE BAL RUBICON LANDSCAPE CORPORATION D 390548 YEAR END RECEIVABLE BAL RUBICON ENTERPRISES INC L 79033 ACTUAL COST RUBICON LANDSCAPE CORPORATION L 129904 ACTUAL COST