2025-04-14T00:30:03-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2023-07-01 942301550 RUBICON PROGRAMS INC RUBI 5102316991 2500 BISSELL AVENUE RICHMOND CA 94804 ROGER CONTRERAS CFO 5102316991 2025-04-11 1 1 WANWAN ZHANG P01317662 4082006400 2025-04-11 2023 2025-03-06 01:10:19Z CAROLE DORHAM-KELLY 2500 BISSELL AVENUE RICHMOND CA 94804 20748402 0 X HTTP://RUBICONPROGRAMS.ORG/ X 1976 CA TO TRANSFORM EAST BAY COMMUNITIES BY EQUIPPING PEOPLE TO BREAK THE CYCLE OF POVERTY. 11 11 167 5 0 0 10948685 14847450 5173123 5763200 113077 36293 6032 92101 16240917 20739044 0 0 0 0 12343826 12925076 0 0 839959 6583597 6584109 18927423 19509185 -2686506 1229859 11329528 12227685 4636791 4305089 6692737 7922596 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 11386084 RUBICON'S SERVICES ARE BASED ON MEETING ESSENTIAL NEEDS FINANCIAL, HUMAN, AND SOCIAL TO HELP PEOPLE BREAK THE CYCLE OF POVERTY IN THE EAST BAY. RUBICON ADDRESSES THESE NEEDS BY PROVIDING SERVICES IN FOUR DOMAINS: 1. INCOME SERVICES THAT FOCUS ON MEETING THE SHORT-TERM AND LONG-TERM EMPLOYMENT AND CAREER GOALS THROUGH JOB READINESS WORKSHOPS (RESUME WRITING, COMMUNICATION SKILLS, NETWORKING, AND INTERVIEWING), INDIVIDUALIZED JOB SEARCH SERVICES AND CAREER PLANNING, AND JOB PLACEMENTS AND RETENTION SERVICES. (SEE SCHEDULE O FOR CONTINUATION)2. ASSET BUILDING SERVICES, SUCH AS FINANCIAL LITERACY, ASSET DEVELOPMENT, CONSUMER PROTECTION, CREDIT REPAIR, AND HOUSEHOLD BUDGETING. 3. WELLNESS SERVICES, SUCH AS ACCESS TO PRIMARY CARE, WELLNESS EDUCATION, AND BEHAVIORAL HEALTH. 4. COMMUNITY CONNECTIONS THAT HELP PARTICIPANTS BUILD PERSONAL AND PROFESSIONAL NETWORKS.RUBICON ALSO ENGAGES IN ADVOCACY WORK TO PROMOTE POLICIES THAT FOSTER ECONOMIC MOBILITY FOR LOW-INCOME FAMILIES. IT PROVIDES PARTICIPANTS WITH LEGAL SERVICES TO ADDRESS ADDITIONAL BARRIERS TO EMPLOYMENT, SUCH AS CRIMINAL RECORD REMEDIES, TRAFFIC AND DRIVER'S LICENSE ISSUES, AND ACCESS TO PUBLIC BENEFITS. 3695664 5648184 RUBICON'S SUPPORTIVE SERVICES AND TRAINING PROGRAM PROVIDES SUPPORT SERVICES, JOB TRAINING, AND PLACEMENT SERVICES FOR PEOPLE WHO ARE DISABLED, HOMELESS AND/OR LOW INCOME. RUBICON OPERATES IN FIVE CITIES THROUGHOUT THE EAST BAY. 82666 115016 HOUSING PROGRAMS MANAGES LOW INCOME HOUSING FOR PEOPLE WHO ARE DISABLED, FORMERLY HOMELESS AND/OR ECONOMICALLY DISADVANTAGED. RUBICON OPERATES HOUSING IN RICHMOND. 15164414 1 1 0 1 0 0 0 0 0 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 0 0 0 0 0 1 1 1 0 0 1 49 0 1 167 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ROGER CONTRERAS CFO 5102316991 2500 BISSELL AVENUE RICHMOND CA 94804 PAUL LEONARD CHAIR 2.00 2.50 X X 0 0 0 TATIANA WARE VICE CHAIR 2.00 X X 0 0 0 KAREN NORWOOD TREASURER 2.00 2.50 X X 0 0 0 DAVID STALEY SECRETARY 2.00 2.00 X X 0 0 0 DARIUS BROWN DIRECTOR 2.00 2.00 X 0 0 0 JUSTIN CRUM DIRECTOR 2.00 X 0 0 0 DANTE GREEN DIRECTOR 2.00 X 0 0 0 BECKY JOHNSON DIRECTOR 2.00 0.50 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 CAROLE DORHAM-KELLY PRESIDENT & CEO 37.50 2.50 X 219761 0 10555 ROGER CONTRERAS ASST. TREASURER & CFO 37.50 2.50 X 184327 0 10599 NANCY EMERY VP OF LANDSCAPE 38.00 2.00 X 174182 0 10555 KELLY DUNN GEN COUNSEL & DIR OF LEGAL 37.50 2.50 X 161955 0 10555 ADRIENNE KIMBALL CHIEF TALENT OFFICER 40.00 0.00 X 154337 0 10503 DONTE BLUE CHIEF PROGRAM OFFICER 40.00 0.00 X 135856 0 9500 ANNEL AGUAYO CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 145374 0 10503 1175792 0 72770 19 0 1 0 CENTERFORCE 1904 FRANKLIN STREET SUITE 203 OAKLAND CA 94612 PROGRAMS SUBCONTRACTOR 293440 SAN PABLO ECONOMIC DEVELOPMENT CORP 1000 GATEWAY AVENUE FIRST FLOOR SAN PABLO CA 94806 PROGRAMS SUBCONTRACTOR 255314 COAST PERSONNEL SERVICES PO BOX 398097 SAN FRANCISCO CA 941398097 PROGRAMS SUBCONTRACTOR 240887 URBAN INSTITUTE 500 L ENFANT PLAZA SW WASHINGTON DC 20024 PROGRAMS SUBCONTRACTOR 175824 4 10000 10559723 4277727 14847450 LANDSCAPE SERVICES 812900 5648184 5648184 RENTAL INCOME 532000 115016 115016 5763200 44050 44050 1601 9358 -7757 -7757 -7757 OTHER MISC PROGRAM FEE 812900 92101 92101 92101 20739044 5763200 0 128394 431143 14079 344325 72739 9600462 7534493 1674090 391879 70999 57667 10815 2517 1840242 1466165 305521 68556 982230 763598 177302 41330 48127 48127 92928 92928 336286 72459 197586 66241 307412 105395 42949 159068 975393 659513 284419 31461 52638 39588 13050 784065 688214 95851 169133 153475 15629 29 248182 161980 85327 875 15667 15667 243809 211768 28738 3303 147941 63914 83880 147 PROGRAM & PARTICIPANT S 2452921 2450927 180 1814 LANDSCAPE OPERATIONS 448204 448204 MISC NON-OPERATING 220184 220184 UNIFORMS 41219 37124 4095 19509185 15164414 3504812 839959 963200 1632145 2250310 701950 450000 1075000 3164160 4848225 352861 332560 416033 400309 5781674 4029870 1872214 1751804 450000 450000 1410750 1035692 11329528 12227685 2521486 2530492 65317 72496 514131 514131 1535857 1187970 4636791 4305089 X 5414060 5432617 1278677 2489979 6692737 7922596 11329528 12227685 1229859 0 X 0 1 X 1 1 1 X 11431669 12563515 12500416 10948685 14847450 62291735 11431669 12563515 12500416 10948685 14847450 62291735 755400 61536335 128143 42951 25907 131408 44050 372459 19874 676906 20892 6032 92101 815805 63479999 22664352 0.96940 0.92890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143 3411 3554 19505631 19509185 1000000 250000 0 0 961038 986756 1000000 1000000 3947794 5921691 7391 1440 2063 3554 14448 240260 246689 250000 250000 986949 1480424 4974 695 1290 143 7102 337089 337089 984155 793821 190334 2555779 1760595 795184 1034544 795441 239103 870107 680013 190094 1751804 DEPOSITS 55164 RIGHT OF USE ASSETS 980528 1035692 CAPITAL LEASE OBLIGATION 191114 LEASE LIABILITY 996856 1187970 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, 2024. X X 0 0 0 0 0 0 0 0 0 CAROLE DORHAM-KELLY PRESIDENT & CEO 219761 0 0 0 0 0 1000 0 9555 0 230316 0 0 0 ROGER CONTRERAS ASST. TREASURER & CFO 184327 0 0 0 0 0 1000 0 9599 0 194926 0 0 0 NANCY EMERY VP OF LANDSCAPE 174182 0 0 0 0 0 1000 0 9555 0 184737 0 0 0 KELLY DUNN GEN COUNSEL & DIR OF LEGAL 161955 0 0 0 0 0 1000 0 9555 0 172510 0 0 0 ADRIENNE KIMBALL CHIEF TALENT OFFICER 154337 0 0 0 0 0 1000 0 9503 0 164840 0 0 0 ANNEL AGUAYO CHIEF DEVELOPMENT OFFICER 145374 0 0 0 0 0 1000 0 9503 0 155877 0 0 0 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. 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 1682842 704936 1.00000 1 0 0 0 1 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 RUBICON HOMES INC Q 89405 ACTUAL COSTS RUBICON ENTERPRISES INC J 396095 ACTUAL COSTS RUBICON ENTERPRISES INC Q 1314199 ACTUAL COSTS RUBICON LANDSCAPE CORPORATION J 364720 ACTUAL COSTS RUBICON LANDSCAPE CORPORATION Q 742211 ACTUAL COSTS RUBICON HOMES INC J 2861 ACTUAL COSTS RUBICON LANDSCAPE CORPORATION D 332560 YEAR END BALANCE