Rubicon Homes: FY2021 Nonprofit Profile & Form 990 (EIN 94-2760680)

Revenue by fiscal year
FY2020	$208K
FY2021	$188K
FY2022	$193K
FY2023	$224K
FY2024	$213K
FY2025	$242K

Expenses by fiscal year
FY2020	$137K
FY2021	$158K
FY2022	$178K
FY2023	$191K
FY2024	$166K
FY2025	$158K

Net assets by fiscal year
FY2020	−$51K
FY2021	−$22K
FY2022	−$7K
FY2023	$26K
FY2024	$73K
FY2025	$156K

Is it real?

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

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

Part of a larger organization · Schedule R

Rubicon Homes files its own Form 990, but Schedule R discloses 2 related entities — figures on this page are for this EIN only, not the whole group.

Rubicon Enterprises INC · Rubicon Programs INC · See Schedule R

Combined filings · FY2021 · 3 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 1% of group revenue.

Group revenue

$20.1M

Group expenses

$17.5M

Group net assets

$10.0M

Rubicon Enterprises INC · $1.6M rev · $757K net assets

Rubicon Programs INC · $18.4M rev · $9.3M net assets

Where the money goes

87 cents of each dollar spent went to programs.

87%

13%

Program services 87% · $138K Management & general 13% · $21K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Jane Fischberg

Executive Director

$0Pt VII · Sec A

Roger Contreras

Chief of Finance and Landscape

$0Pt VII · Sec A

Kelly Dunn

General Counsel & Dir of Legal Services

$0Pt VII · Sec A

Carole Dorham-Kelly

CEO and President

$0Pt VII · Sec A

Lourdes Haro

Landscape General Manager

$0Pt VII · Sec A

Paul Leonard

Vice President

$0Pt VII · Sec A

Karen Norwood

Secretary

$0Pt VII · Sec A

Claire Levay-Young

Director (left 10/2020)

$0Pt VII · Sec A

See Rubicon Homes 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 15aNo

Programs and updates

Offers housing services to elderly and handicapped individuals in Richmond, CA.

Questions for Rubicon Homes

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Provided by the organization

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1 program · $138K · in their own filed words · FY2020

01

Operation of a 10 unit low-income housing project in richmond, ca, subsidized by hud.

$138Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$188K

Ln 12

Gifts and grantsLn 1h$151K

Fees for servicesLn 2g$35K

Investment incomeLn 3$3K

Money outPt IX

$158K

Ln 25

Programscol B$138K

Managementcol C$21K

Owns and owesPt X

−$22K

net assets · Ln 32

Cash and savingsLn 1–2$4K

Total assetsLn 16$475K

LiabilitiesLn 26$497K

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b3

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$151K

Government grantsLn 1e$151K

Fees for servicesLn 2g$35K

Investment incomeLn 3$3K

Total revenueLn 12$188K

Assets in detailPt X, end of year

CashLn 1$4K

Cash and savings togetherLn 1–2$4K

Land, buildings, equipmentLn 10c$129K

Other assetsLn 15$317K

Total assetsLn 16$475K

LiabilitiesLn 26$497K

Net assetsLn 32−$22K

OperationsPt I, VI

EmployeesI 50

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$59K	$4K
Land, buildings, equipmentLn 10c	$165K	$129K
Total assetsLn 16	$495K	$475K
LiabilitiesLn 26	$546K	$497K
Net assetsLn 32	−$51K	−$22K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$718	$718
Other employee benefitsLn 9	$117	$117
Payroll taxesLn 10	$31	$31
Management feesLn 11a	$9K		$9K
Accounting feesLn 11c	$12K		$12K
Other fees for servicesLn 11g	$16K	$16K
Office expensesLn 13	$5K	$5K
OccupancyLn 16	$31K	$31K
InterestLn 20	$8K	$8K
Depreciation, depletion and amortizationLn 22	$36K	$36K
InsuranceLn 23	$9K	$9K
Other expenses (24a–d)Ln 24	$32K	$32K
Total functional expensesLn 25	$158K	$138K	$21K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$242K	$158K	$83K	$156K	990 PDF
FY2024	$213K	$166K	$47K	$73K	990 PDF
FY2023	$224K	$191K	$33K	$26K	990 PDF
FY2022	$193K	$178K	$15K	−$7K	990 PDF
FY2021 Viewing	$188K	$158K	$30K	−$22K	990 PDF
FY2020	$208K	$137K	$71K	−$51K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $188,026 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $163,998$150,570

I-9 Program service revenuePrior year $44,272$34,796

I-10 Investment incomePrior year $11$2,660

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $208,281$188,026

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 $0$866

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $137,438$157,615

I-18 Total expensesPrior year $137,438$158,481

I-19 Revenue less expensesPrior year $70,843$29,545

Part VI · Governance 3 of 5 board members independent, 1 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members3

VI-15a Process for setting top official's payNo

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

Part VIII · Statement of revenue $188,026 across 5 lines filed

VIII-1e Government grants$150,570

VIII-1h Total contributions, gifts and grants$150,570

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $34,796$34,796

VIII-3 Investment incomeExcluded from tax $2,660$2,660

VIII-12 Total revenueRelated to mission $34,796 · Unrelated business $0 · Excluded from tax $2,660$188,026

Part IX · Statement of functional expenses $158,481 across 12 lines filed

IX-7 Other salaries and wagesPrograms $718$718

IX-9 Other employee benefitsPrograms $117$117

IX-10 Payroll taxesPrograms $31$31

IX-11a Management feesManagement $8,880$8,880

IX-11c Accounting feesManagement $12,000$12,000

IX-11g Other fees for servicesPrograms $15,923$15,923

IX-13 Office expensesPrograms $5,490$5,490

IX-16 OccupancyPrograms $30,576$30,576

IX-20 InterestPrograms $8,231$8,231

IX-22 Depreciation, depletion and amortizationPrograms $35,501$35,501

IX-23 InsurancePrograms $8,657$8,657

IX-24 Other expenses (24a–d)Programs $32,357$32,357

IX-25 Total functional expensesPrograms $137,601 · Management $20,880 · Fundraising $0$158,481

Part X · Balance sheet $475,322 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $59,268$4,263

X-4 Accounts receivableStart of year $6,939$13,248

X-9 Prepaid expenses and deferred chargesStart of year $9,444$11,847

X-10c Land, buildings and equipment, netStart of year $164,658$129,157

X-15 Other assetsStart of year $254,720$316,807

X-16 Total assetsStart of year $495,029$475,322

X-17 Accounts payable and accrued expensesStart of year $8,763$17,096

X-25 Other liabilitiesStart of year $2,796$2,810

X-26 Total liabilitiesStart of year $546,199$496,947

X-27 Net assets without donor restrictionsStart of year −$51,170−$21,625

X-32 Total net assets or fund balancesStart of year −$51,170−$21,625

X-33 Total liabilities and net assetsStart of year $495,029$475,322

Part XI · Reconciliation of net assets −$21,625 net assets at year end

XI-1 Total revenue$188,026

XI-2 Total expenses$158,481

XI-3 Revenue less expenses$29,545

XI-4 Net assets at start of year−$51,170

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$21,625

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

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Rubicon Homes FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Rubicon Homes

Funders

By the numbers

Filing history

Schedules filed Part IV

Rubicon Homes FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Rubicon Homes

Funders

Related Organizations

By the numbers

Filing history

Schedules filed Part IV