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.
78¢ of each $1 spent went to programs.
$1.2M 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

FY2024 · 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
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
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
$4.3M
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20.7M
+28% vs prior year
Spent
$19.5M
To programs
78%
Net assets
$7.9M
By yearFY2020–FY2025
Revenue
$20.7M
FY2024▲ +28%
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
$19.5M
FY2024▲ +3%
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
$7.9M
FY2024▲ +18%
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 FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

78 cents of each dollar spent went to programs.

Program services 78% · $15.2M Management & general 18% · $3.5M Fundraising 4% · $840K

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

18 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President & CEO
$219,761Pt VII · Sec A
Asst. Treasurer & CFO
$184,327Pt VII · Sec A
VP of Landscape
$174,182Pt VII · Sec A
Gen Counsel & Dir of Legal
$161,955Pt VII · Sec A
Chief Talent Officer
$154,337Pt VII · Sec A
Chief Development Officer
$145,374Pt VII · Sec A
Chief Program Officer
$135,856Pt VII · Sec A
$0Pt 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.

See Rubicon Programs INC executive salaries →

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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 · $15.2M · in their own filed words · FY2023
01

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.

$11.4Mprogram expense
02

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.

$3.7Mprogram expense
03

Housing programs manages low income housing for people who are disabled, formerly homeless AND/OR economically disadvantaged. Rubicon operates housing in richmond.

$83Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$20.7M
Ln 12
Gifts and grantsLn 1h$14.8M
Fees for servicesLn 2g$5.8M
Other incomeLn 4–11$92K
Money outPt IX
$19.5M
Ln 25
Programscol B$15.2M
Managementcol C$3.5M
Fundraisingcol D$840K
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$12.2M
LiabilitiesLn 26$4.3M
PeoplePt VI, VII
18
listed · VII A
PaidVII A7
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$14.8M
Government grantsLn 1e$10.6M
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$36K
Other incomeLn 4–11$92K
Gains on assetsLn 7−$8K
Total revenueLn 12$20.7M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$702K
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$450K
Land, buildings, equipmentLn 10c$1.8M
Other assetsLn 15$1.0M
Total assetsLn 16$12.2M
LiabilitiesLn 26$4.3M
Net assetsLn 32$7.9M
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 FY24End FY24
Cash and savingsLn 1–2$3.2M$2.3M
InvestmentsLn 11–13$450K$450K
Land, buildings, equipmentLn 10c$1.9M$1.8M
Total assetsLn 16$11.3M$12.2M
LiabilitiesLn 26$4.6M$4.3M
Net assetsLn 32$6.7M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$431K$14K$344K$73K
Other salaries and wagesLn 7$9.6M$7.5M$1.7M$392K
Pension plan contributionsLn 8$71K$58K$11K$3K
Other employee benefitsLn 9$1.8M$1.5M$306K$69K
Payroll taxesLn 10$982K$764K$177K$41K
Legal feesLn 11b$48K$48K
Accounting feesLn 11c$93K$93K
Other fees for servicesLn 11g$336K$72K$198K$66K
Advertising and promotionLn 12$307K$105K$43K$159K
Office expensesLn 13$975K$660K$284K$31K
Information technologyLn 14$53K$40K$13K
OccupancyLn 16$784K$688K$96K
TravelLn 17$169K$153K$16K$29
Conferences, conventions and meetingsLn 19$248K$162K$85K$875
InterestLn 20$16K$16K
Depreciation, depletion and amortizationLn 22$244K$212K$29K$3K
InsuranceLn 23$148K$64K$84K$147
Other expenses (24a–d)Ln 24$3.2M$3.2M$4K$2K
Total functional expensesLn 25$19.5M$15.2M$3.5M$840K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $18.9M$20.2M−$1.4M$6.6M 990 PDF
FY2024 Viewing $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 $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 J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $20,739,044 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,948,685$14,847,450
I-9 Program service revenuePrior year $5,173,123$5,763,200
I-10 Investment incomePrior year $113,077$36,293
I-11 Other revenuePrior year $6,032$92,101
I-12 Total revenuePrior year $16,240,917$20,739,044
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 $12,343,826$12,925,076
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,583,597$6,584,109
I-18 Total expensesPrior year $18,927,423$19,509,185
I-19 Revenue less expensesPrior year −$2,686,506$1,229,859
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $20,739,044 across 9 lines filed
VIII-1a Federated campaigns$10,000
VIII-1e Government grants$10,559,723
VIII-1f All other contributions, gifts and grants$4,277,727
VIII-1h Total contributions, gifts and grants$14,847,450
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,763,200$5,763,200
VIII-3 Investment incomeExcluded from tax $44,050$44,050
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$7,757−$7,757
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $92,101$92,101
VIII-12 Total revenueRelated to mission $5,763,200 · Unrelated business $0 · Excluded from tax $128,394$20,739,044
Part IX · Statement of functional expenses $19,509,185 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $14,079 · Management $344,325 · Fundraising $72,739$431,143
IX-7 Other salaries and wagesPrograms $7,534,493 · Management $1,674,090 · Fundraising $391,879$9,600,462
IX-8 Pension plan contributionsPrograms $57,667 · Management $10,815 · Fundraising $2,517$70,999
IX-9 Other employee benefitsPrograms $1,466,165 · Management $305,521 · Fundraising $68,556$1,840,242
IX-10 Payroll taxesPrograms $763,598 · Management $177,302 · Fundraising $41,330$982,230
IX-11b Legal feesManagement $48,127$48,127
IX-11c Accounting feesManagement $92,928$92,928
IX-11g Other fees for servicesPrograms $72,459 · Management $197,586 · Fundraising $66,241$336,286
IX-12 Advertising and promotionPrograms $105,395 · Management $42,949 · Fundraising $159,068$307,412
IX-13 Office expensesPrograms $659,513 · Management $284,419 · Fundraising $31,461$975,393
IX-14 Information technologyPrograms $39,588 · Management $13,050$52,638
IX-16 OccupancyPrograms $688,214 · Management $95,851$784,065
IX-17 TravelPrograms $153,475 · Management $15,629 · Fundraising $29$169,133
IX-19 Conferences, conventions and meetingsPrograms $161,980 · Management $85,327 · Fundraising $875$248,182
IX-20 InterestPrograms $15,667$15,667
IX-22 Depreciation, depletion and amortizationPrograms $211,768 · Management $28,738 · Fundraising $3,303$243,809
IX-23 InsurancePrograms $63,914 · Management $83,880 · Fundraising $147$147,941
IX-24 Other expenses (24a–d)Programs $3,156,439 · Management $4,275 · Fundraising $1,814$3,162,528
IX-25 Total functional expensesPrograms $15,164,414 · Management $3,504,812 · Fundraising $839,959$19,509,185
Part X · Balance sheet $12,227,685 assets, 17 lines filed
Asset lines not itemized here account for $332,560; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $963,200$1,632,145
X-2 Savings and temporary cash investmentsStart of year $2,250,310$701,950
X-3 Pledges and grants receivableStart of year $450,000$1,075,000
X-4 Accounts receivableStart of year $3,164,160$4,848,225
X-9 Prepaid expenses and deferred chargesStart of year $416,033$400,309
X-10c Land, buildings and equipment, netStart of year $1,872,214$1,751,804
X-13 Program-related investmentsStart of year $450,000$450,000
X-15 Other assetsStart of year $1,410,750$1,035,692
X-16 Total assetsStart of year $11,329,528$12,227,685
X-17 Accounts payable and accrued expensesStart of year $2,521,486$2,530,492
X-19 Deferred revenueStart of year $65,317$72,496
X-25 Other liabilitiesStart of year $1,535,857$1,187,970
X-26 Total liabilitiesStart of year $4,636,791$4,305,089
X-27 Net assets without donor restrictionsStart of year $5,414,060$5,432,617
X-28 Net assets with donor restrictionsStart of year $1,278,677$2,489,979
X-32 Total net assets or fund balancesStart of year $6,692,737$7,922,596
X-33 Total liabilities and net assetsStart of year $11,329,528$12,227,685
Part XI · Reconciliation of net assets $7,922,596 net assets at year end
XI-1 Total revenue$20,739,044
XI-2 Total expenses$19,509,185
XI-3 Revenue less expenses$1,229,859
XI-4 Net assets at start of year$6,692,737
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,922,596

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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