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.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $131K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
22
named funders · $3.1M
Looks good: 22 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$4.6M
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.4M
+22% vs prior year
Spent
$16.2M
To programs
76%
Net assets
$9.3M
By yearFY2020–FY2025
Revenue
$18.4M
FY2021▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$15.1M
FY2021$18.4M
FY2022$16.8M
FY2023$16.2M
FY2024$20.7M
FY2025$18.9M
Expenses
$16.2M
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$15.3M
FY2021$16.2M
FY2022$16.7M
FY2023$18.9M
FY2024$19.5M
FY2025$20.2M
Net assets
$9.3M
FY2021▲ +31%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.1M
FY2021$9.3M
FY2022$9.4M
FY2023$6.7M
FY2024$7.9M
FY2025$6.6M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $12.4M Management & general 20% · $3.2M Fundraising 4% · $621K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President (left 10/2020)
$213,721Pt VII · Sec A
Asst. Treasurer & CFO
$169,244Pt VII · Sec A
Gen Counsel & Dir of Legal Svcs
$149,429Pt VII · Sec A
President (start 11/2020)
$144,303Pt VII · Sec A
Landscape General Manager
$136,783Pt VII · Sec A
Chief Talent Officer
$128,570Pt VII · Sec A
Director of Finance
$126,279Pt VII · Sec A
Director of Human Resources
$119,716Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Carole Dorham-Kelly$229,903$219,761$215,117$195,716$144,303—
Jane Fischberg————$213,721$213,721
Roger Contreras$188,505$184,327$180,610$174,357$169,244$169,244
Nancy Emery$177,347$174,182$166,636———
Kelly Dunn—$161,955$158,018$153,271$149,429$149,429
Adrienne Kimball$157,079$154,337$151,498$146,006$128,570—
Annel Aguayo—$145,374$142,643$137,391——
Carole Durham-Kelly—————$144,303

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Equipping people to break the cycle of poverty and transform East Bay communities.

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3 programs · $12.4M · in their own filed words · FY2020
01

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…

$9.2Mprogram expense
02

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.

$3.1Mprogram expense
03

Housing programs manages low income housing for people who are disabled, homeless AND/OR economically disadvantaged.

$161Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 22 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$18.4M
Ln 12
Gifts and grantsLn 1h$12.6M
Fees for servicesLn 2g$4.0M
Investment incomeLn 3$1.1M
Money outPt IX
$16.2M
Ln 25
Programscol B$12.4M
Managementcol C$3.2M
Fundraisingcol D$621K
Owns and owesPt X
$9.3M
net assets · Ln 32
Cash and savingsLn 1–2$6.8M
Total assetsLn 16$13.9M
LiabilitiesLn 26$4.6M
PeoplePt VI, VII
20
listed · VII A
PaidVII A9
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$12.6M
Government grantsLn 1e$8.5M
Noncash giftsLn 1g$25K
Fees for servicesLn 2g$4.0M
Investment incomeLn 3$1.1M
Other incomeLn 4–11$715K
Gains on assetsLn 7$1.1M
Total revenueLn 12$18.4M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$5.2M
Cash and savings togetherLn 1–2$6.8M
InvestmentsLn 11–13$450K
Land, buildings, equipmentLn 10c$2.0M
Other assetsLn 15$46K
Total assetsLn 16$13.9M
LiabilitiesLn 26$4.6M
Net assetsLn 32$9.3M
OperationsPt I, VI
EmployeesI 5223
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6.2M$6.8M
InvestmentsLn 11–13$450K$450K
Land, buildings, equipmentLn 10c$2.7M$2.0M
Total assetsLn 16$12.8M$13.9M
LiabilitiesLn 26$5.7M$4.6M
Net assetsLn 32$7.1M$9.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$729K$92K$550K$87K
Other salaries and wagesLn 7$8.2M$6.4M$1.4M$303K
Pension plan contributionsLn 8$67K$55K$11K$2K
Other employee benefitsLn 9$1.6M$1.3M$281K$53K
Payroll taxesLn 10$692K$538K$129K$24K
Accounting feesLn 11c$76K$76K
Other fees for servicesLn 11g$446K$159K$201K$86K
Advertising and promotionLn 12$65K$13K$21K$31K
Office expensesLn 13$607K$367K$211K$28K
Information technologyLn 14$199K$155K$43K$1K
OccupancyLn 16$498K$439K$59K
TravelLn 17$112K$105K$7K$341
Conferences, conventions and meetingsLn 19$115K$19K$94K$2K
Depreciation, depletion and amortizationLn 22$318K$281K$34K$3K
InsuranceLn 23$88K$53K$34K$153
Other expenses (24a–d)Ln 24$2.5M$2.4M$10K
Total functional expensesLn 25$16.2M$12.4M$3.2M$621K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $18.9M$20.2M−$1.4M$6.6M 990 PDF
FY2024 $20.7M$19.5M$1.2M$7.9M 990 PDF
FY2023 $16.2M$18.9M−$2.7M$6.7M 990 PDF
FY2022 $16.8M$16.7M$76K$9.4M 990 PDF
FY2021 Viewing $18.4M$16.2M$2.2M$9.3M 990 PDF
FY2020 $15.1M$15.3M−$235K$7.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $18,401,820 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,431,669$12,563,515
I-9 Program service revenuePrior year $3,505,973$4,008,426
I-10 Investment incomePrior year $51,282$1,114,786
I-11 Other revenuePrior year $119,874$715,093
I-12 Total revenuePrior year $15,108,798$18,401,820
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,218,541$11,246,110
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,125,271$4,974,645
I-18 Total expensesPrior year $15,343,812$16,220,755
I-19 Revenue less expensesPrior year −$235,014$2,181,065
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,401,820 across 11 lines filed
VIII-1a Federated campaigns$10,000
VIII-1e Government grants$8,469,248
VIII-1f All other contributions, gifts and grants$4,084,267
VIII-1g Noncash contributions (included above)$25,102
VIII-1h Total contributions, gifts and grants$12,563,515
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,008,426$4,008,426
VIII-3 Investment incomeExcluded from tax $17,951$17,951
VIII-5 RoyaltiesExcluded from tax $25,000$25,000
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,096,835$1,096,835
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,187 · Excluded from tax $676,906$690,093
VIII-12 Total revenueRelated to mission $4,021,613 · Unrelated business $0 · Excluded from tax $1,816,692$18,401,820
Part IX · Statement of functional expenses $16,220,755 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $92,161 · Management $550,432 · Fundraising $86,670$729,263
IX-7 Other salaries and wagesPrograms $6,411,290 · Management $1,436,423 · Fundraising $303,251$8,150,964
IX-8 Pension plan contributionsPrograms $54,597 · Management $10,692 · Fundraising $2,030$67,319
IX-9 Other employee benefitsPrograms $1,272,755 · Management $280,759 · Fundraising $53,325$1,606,839
IX-10 Payroll taxesPrograms $538,209 · Management $129,436 · Fundraising $24,080$691,725
IX-11c Accounting feesManagement $76,500$76,500
IX-11g Other fees for servicesPrograms $158,900 · Management $200,896 · Fundraising $86,104$445,900
IX-12 Advertising and promotionPrograms $12,549 · Management $21,288 · Fundraising $30,768$64,605
IX-13 Office expensesPrograms $366,869 · Management $211,392 · Fundraising $28,374$606,635
IX-14 Information technologyPrograms $154,952 · Management $43,224 · Fundraising $1,092$199,268
IX-16 OccupancyPrograms $438,637 · Management $59,033$497,670
IX-17 TravelPrograms $105,187 · Management $6,754 · Fundraising $341$112,282
IX-19 Conferences, conventions and meetingsPrograms $18,988 · Management $94,291 · Fundraising $1,575$114,854
IX-22 Depreciation, depletion and amortizationPrograms $281,077 · Management $33,619 · Fundraising $3,303$317,999
IX-23 InsurancePrograms $53,014 · Management $34,337 · Fundraising $153$87,504
IX-24 Other expenses (24a–d)Programs $2,441,902 · Management $9,526$2,451,428
IX-25 Total functional expensesPrograms $12,401,087 · Management $3,198,602 · Fundraising $621,066$16,220,755
Part X · Balance sheet $13,905,498 assets, 17 lines filed
Asset lines not itemized here account for $390,548; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,639,587$1,588,419
X-2 Savings and temporary cash investmentsStart of year $4,603,313$5,172,504
X-3 Pledges and grants receivableStart of year $1,170,250$1,900,000
X-4 Accounts receivableStart of year $1,907,230$2,146,702
X-9 Prepaid expenses and deferred chargesStart of year $160,068$228,188
X-10c Land, buildings and equipment, netStart of year $2,739,608$1,983,101
X-13 Program-related investmentsStart of year $450,000$450,000
X-15 Other assetsStart of year $162,971$46,036
X-16 Total assetsStart of year $12,833,027$13,905,498
X-17 Accounts payable and accrued expensesStart of year $1,592,587$1,859,753
X-19 Deferred revenueStart of year $82,133$47,919
X-25 Other liabilitiesStart of year $2,120,153$2,133,040
X-26 Total liabilitiesStart of year $5,711,256$4,602,662
X-27 Net assets without donor restrictionsStart of year $3,200,028$4,103,600
X-28 Net assets with donor restrictionsStart of year $3,921,743$5,199,236
X-32 Total net assets or fund balancesStart of year $7,121,771$9,302,836
X-33 Total liabilities and net assetsStart of year $12,833,027$13,905,498
Part XI · Reconciliation of net assets $9,302,836 net assets at year end
XI-1 Total revenue$18,401,820
XI-2 Total expenses$16,220,755
XI-3 Revenue less expenses$2,181,065
XI-4 Net assets at start of year$7,121,771
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,302,836

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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